PDS Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,500
| Closed | -$220K | – | 176 |
|
|
2020
Q4 | $220K | Sell |
8,500
-360
| -4% | -$9.32K | 0.08% | 137 |
|
|
2020
Q3 | $228K | Sell |
8,860
-382
| -4% | -$9.83K | 0.09% | 117 |
|
|
2020
Q2 | $237K | Sell |
9,242
-5,456
| -37% | -$140K | 0.11% | 107 |
|
|
2020
Q1 | $362K | Buy |
14,698
+8,059
| +121% | +$198K | 0.23% | 58 |
|
|
2019
Q4 | $170K | Buy |
+6,639
| New | +$170K | 0.11% | 98 |
|