KPP Advisory Services’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 | – | Sell |
-31,635
| Closed | -$709K | – | 310 |
|
|
2025
Q1 | $709K | Sell |
31,635
-119,411
| -79% | -$2.68M | 0.13% | 133 |
|
|
2024
Q4 | $3.35M | Sell |
151,046
-92,642
| -38% | -$2.05M | 0.79% | 31 |
|
|
2024
Q3 | $5.59M | Buy |
243,688
+82,960
| +52% | +$1.9M | 1.34% | 18 |
|
|
2024
Q2 | $3.56M | Buy |
160,728
+99,727
| +163% | +$2.21M | 0.95% | 26 |
|
|
2024
Q1 | $1.36M | Buy |
+61,001
| New | +$1.36M | 0.37% | 62 |
|