LWM Advisory Services’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

LWM Advisory Services’s Portfolio BYLD Stock Details BYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.11M	Buy
2025 Q1	$3.07M	Buy
2024 Q4	$2.9M	Buy
2024 Q3	$2.69M	Sell
2024 Q2	$2.76M	Buy
2024 Q1	$2.64M	Buy
2023 Q4	$2.17M	Sell
2023 Q3	$2.57M	Buy