Richard W. Paul & Associates’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
Q1 | – | Sell |
-48,133
| Closed | -$1.07M | – | 362 |
|
|
2024
Q4 | $1.07M | Sell |
48,133
-196
| -0.4% | -$4.34K | 0.39% | 69 |
|
|
2024
Q3 | $1.11M | Buy |
48,329
+858
| +2% | +$19.7K | 0.4% | 63 |
|
|
2024
Q2 | $1.05M | Buy |
47,471
+5,512
| +13% | +$122K | 0.41% | 61 |
|
|
2024
Q1 | $938K | Buy |
41,959
+4,337
| +12% | +$97K | 0.37% | 70 |
|
|
2023
Q4 | $844K | Buy |
37,622
+398
| +1% | +$8.93K | 0.35% | 73 |
|
|
2023
Q3 | $796K | Buy |
37,224
+6,083
| +20% | +$130K | 0.36% | 75 |
|
|
2023
Q2 | $683K | Buy |
31,141
+401
| +1% | +$8.8K | 0.3% | 94 |
|
|
2023
Q1 | $678K | Buy |
30,740
+848
| +3% | +$18.7K | 0.31% | 91 |
|
|
2022
Q4 | $648K | Buy |
+29,892
| New | +$648K | 0.33% | 83 |
|