LAS
LWM Advisory Services’s iShares Yield Optimized Bond ETF BYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Buy |
137,343
+500
| +0.4% | +$11.3K | 2.14% | 13 |
|
|
2025
Q1 | $3.07M | Buy |
136,843
+5,807
| +4% | +$130K | 2.13% | 14 |
|
|
2024
Q4 | $2.9M | Buy |
131,036
+13,877
| +12% | +$308K | 2.02% | 14 |
|
|
2024
Q3 | $2.69M | Sell |
117,159
-7,097
| -6% | -$163K | 1.99% | 13 |
|
|
2024
Q2 | $2.76M | Buy |
124,256
+5,972
| +5% | +$132K | 2.31% | 11 |
|
|
2024
Q1 | $2.64M | Buy |
118,284
+21,404
| +22% | +$479K | 2.12% | 12 |
|
|
2023
Q4 | $2.17M | Sell |
96,880
-23,559
| -20% | -$528K | 1.91% | 11 |
|
|
2023
Q3 | $2.57M | Buy |
+120,439
| New | +$2.57M | 2.76% | 7 |
|