Great Valley Advisor Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Sell |
26,017
-5,610
| -18% | -$127K | 0.01% | 569 |
|
|
2025
Q1 | $710K | Buy |
31,627
+12,019
| +61% | +$270K | 0.02% | 511 |
|
|
2024
Q4 | $435K | Hold |
19,608
| – | – | 0.01% | 605 |
|
|
2024
Q3 | $449K | Sell |
19,608
-9,086
| -32% | -$208K | 0.01% | 586 |
|
|
2024
Q2 | $636K | Sell |
28,694
-58,907
| -67% | -$1.31M | 0.02% | 478 |
|
|
2024
Q1 | $1.96M | Buy |
87,601
+68,514
| +359% | +$1.53M | 0.06% | 282 |
|
|
2023
Q4 | $428K | Buy |
+19,087
| New | +$428K | 0.02% | 493 |
|