HHM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-858
| Closed | -$19K | – | 790 |
|
|
2024
Q2 | $19K | Hold |
858
| – | – | ﹤0.01% | 459 |
|
|
2024
Q1 | $19.2K | Hold |
858
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $19.2K | Sell |
858
-127
| -13% | -$2.85K | ﹤0.01% | 411 |
|
|
2023
Q3 | $21.1K | Buy |
985
+135
| +16% | +$2.89K | ﹤0.01% | 392 |
|
|
2023
Q2 | $18.6K | Hold |
850
| – | – | ﹤0.01% | 427 |
|
|
2023
Q1 | $18.7K | Hold |
850
| – | – | ﹤0.01% | 425 |
|
|
2022
Q4 | $18.4K | Hold |
850
| – | – | ﹤0.01% | 370 |
|
|
2022
Q3 | $18K | Hold |
850
| – | – | ﹤0.01% | 358 |
|
|
2022
Q2 | $19K | Hold |
850
| – | – | ﹤0.01% | 428 |
|
|
2022
Q1 | $20K | Sell |
850
-590
| -41% | -$13.9K | ﹤0.01% | 432 |
|
|
2021
Q4 | $36K | Buy |
+1,440
| New | +$36K | 0.01% | 345 |
|