Insight Wealth Strategies’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-7,902
Closed -$204K 221
2020
Q4
$204K Sell
7,902
-1,017
-11% -$26.3K 0.03% 218
2020
Q3
$229K Buy
8,919
+74
+0.8% +$1.9K 0.04% 181
2020
Q2
$227K Buy
+8,845
New +$227K 0.05% 156