Ladenburg Thalmann Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.35M | Buy |
52,406
+6,002
| +13% | +$154K | 0.01% | 1084 |
|
|
2019
Q3 | $1.19M | Sell |
46,404
-1,569
| -3% | -$40.1K | 0.01% | 1126 |
|
|
2019
Q2 | $1.21M | Sell |
47,973
-6,173
| -11% | -$156K | 0.01% | 1092 |
|
|
2019
Q1 | $1.34M | Sell |
54,146
-34,238
| -39% | -$846K | 0.01% | 996 |
|
|
2018
Q4 | $2.09M | Sell |
88,384
-122,128
| -58% | -$2.89M | 0.02% | 646 |
|
|
2018
Q3 | $5.09M | Sell |
210,512
-20,953
| -9% | -$506K | 0.04% | 391 |
|
|
2018
Q2 | $5.65M | Hold |
231,465
| – | – | 0.05% | 329 |
|
|
2018
Q1 | $5.65M | Buy |
231,465
+172,566
| +293% | +$4.21M | 0.05% | 329 |
|
|
2017
Q4 | $1.47M | Buy |
58,899
+20,690
| +54% | +$517K | 0.01% | 838 |
|
|
2017
Q3 | $962K | Buy |
38,209
+33,345
| +686% | +$840K | 0.01% | 1017 |
|
|
2017
Q2 | $122K | Buy |
4,864
+4,032
| +485% | +$101K | ﹤0.01% | 2392 |
|
|
2017
Q1 | $21K | Buy |
832
+4
| +0.5% | +$101 | ﹤0.01% | 3522 |
|
|
2016
Q4 | $20K | Buy |
828
+23
| +3% | +$556 | ﹤0.01% | 3471 |
|
|
2016
Q3 | $20K | Buy |
805
+407
| +102% | +$10.1K | ﹤0.01% | 3396 |
|
|
2016
Q2 | $10K | Buy |
398
+2
| +0.5% | +$50 | ﹤0.01% | 3759 |
|
|
2016
Q1 | $10K | Hold |
396
| – | – | ﹤0.01% | 3691 |
|
|
2015
Q4 | $10K | Hold |
396
| – | – | ﹤0.01% | 3662 |
|
|
2015
Q3 | $10K | Hold |
396
| – | – | ﹤0.01% | 3525 |
|
|
2015
Q2 | $10K | Hold |
396
| – | – | ﹤0.01% | 3673 |
|
|
2015
Q1 | $10K | Buy |
+396
| New | +$10K | ﹤0.01% | 3631 |
|