LPL Financial’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 | $19M | Buy |
838,197
+35,144
| +4% | +$795K | 0.01% | 1291 |
|
2025
Q1 | $18M | Buy |
803,053
+117,353
| +17% | +$2.63M | 0.01% | 1209 |
|
2024
Q4 | $15.2M | Sell |
685,700
-45,061
| -6% | -$999K | 0.01% | 1240 |
|
2024
Q3 | $16.7M | Buy |
730,761
+181,418
| +33% | +$4.16M | 0.01% | 1139 |
|
2024
Q2 | $12.2M | Buy |
549,343
+237,137
| +76% | +$5.26M | 0.01% | 1242 |
|
2024
Q1 | $6.98M | Buy |
312,206
+175,988
| +129% | +$3.94M | ﹤0.01% | 1556 |
|
2023
Q4 | $3.06M | Buy |
136,218
+42,272
| +45% | +$948K | ﹤0.01% | 2057 |
|
2023
Q3 | $2.01M | Buy |
93,946
+36,540
| +64% | +$781K | ﹤0.01% | 2266 |
|
2023
Q2 | $1.26M | Sell |
57,406
-4,068
| -7% | -$89.3K | ﹤0.01% | 2636 |
|
2023
Q1 | $1.35M | Sell |
61,474
-2,041
| -3% | -$45K | ﹤0.01% | 2500 |
|
2022
Q4 | $1.38M | Sell |
63,515
-5,633
| -8% | -$122K | ﹤0.01% | 2384 |
|
2022
Q3 | $1.47M | Sell |
69,148
-11,609
| -14% | -$247K | ﹤0.01% | 2216 |
|
2022
Q2 | $1.78M | Sell |
80,757
-6,668
| -8% | -$147K | ﹤0.01% | 2102 |
|
2022
Q1 | $2.06M | Sell |
87,425
-16,270
| -16% | -$383K | ﹤0.01% | 2039 |
|
2021
Q4 | $2.59M | Sell |
103,695
-84,523
| -45% | -$2.11M | ﹤0.01% | 1899 |
|
2021
Q3 | $4.73M | Buy |
188,218
+9,667
| +5% | +$243K | ﹤0.01% | 1433 |
|
2021
Q2 | $4.51M | Sell |
178,551
-15,487
| -8% | -$391K | ﹤0.01% | 1412 |
|
2021
Q1 | $4.84M | Sell |
194,038
-22,218
| -10% | -$554K | 0.01% | 1254 |
|
2020
Q4 | $5.59M | Buy |
216,256
+22,630
| +12% | +$585K | 0.01% | 1057 |
|
2020
Q3 | $4.98M | Buy |
193,626
+11,099
| +6% | +$286K | 0.01% | 960 |
|
2020
Q2 | $4.68M | Sell |
182,527
-85,370
| -32% | -$2.19M | 0.01% | 913 |
|
2020
Q1 | $6.61M | Buy |
267,897
+55,000
| +26% | +$1.36M | 0.01% | 641 |
|
2019
Q4 | $5.46M | Buy |
212,897
+87,175
| +69% | +$2.24M | 0.01% | 807 |
|
2019
Q3 | $3.22M | Buy |
125,722
+10,763
| +9% | +$275K | 0.01% | 981 |
|
2019
Q2 | $2.91M | Buy |
114,959
+24,435
| +27% | +$618K | 0.01% | 1037 |
|
2019
Q1 | $2.24M | Buy |
90,524
+3,806
| +4% | +$94.1K | 0.01% | 1132 |
|
2018
Q4 | $2.05M | Sell |
86,718
-4,788
| -5% | -$113K | 0.01% | 1057 |
|
2018
Q3 | $2.21M | Buy |
91,506
+6,192
| +7% | +$150K | 0.01% | 1114 |
|
2018
Q2 | $2.06M | Sell |
85,314
-2,460
| -3% | -$59.4K | 0.01% | 1114 |
|
2018
Q1 | $2.15M | Buy |
87,774
+4,487
| +5% | +$110K | 0.01% | 1073 |
|
2017
Q4 | $2.08M | Buy |
83,287
+22,363
| +37% | +$559K | 0.01% | 1030 |
|
2017
Q3 | $1.53M | Buy |
60,924
+11,288
| +23% | +$284K | 0.01% | 1136 |
|
2017
Q2 | $1.25M | Buy |
49,636
+26,017
| +110% | +$653K | ﹤0.01% | 1230 |
|
2017
Q1 | $588K | Buy |
23,619
+7,161
| +44% | +$178K | ﹤0.01% | 1658 |
|
2016
Q4 | $406K | Buy |
16,458
+3,112
| +23% | +$76.8K | ﹤0.01% | 1920 |
|
2016
Q3 | $336K | Buy |
13,346
+3,892
| +41% | +$98K | ﹤0.01% | 2034 |
|
2016
Q2 | $238K | Sell |
9,454
-6,884
| -42% | -$173K | ﹤0.01% | 2256 |
|
2016
Q1 | $402K | Buy |
+16,338
| New | +$402K | ﹤0.01% | 2308 |
|