Sage Financial Group’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
2023 Q4	–	Sell	-11,615	Closed	-$248K	–	104
2023 Q3	$248K	Hold	11,615	–	–	0.03%	90
2023 Q2	$255K	Sell	11,615 -10,800	-48%	-$237K	0.03%	89
2023 Q1	$494K	Sell	22,415 -4,000	-15%	-$88.2K	0.06%	63
2022 Q4	$573K	Buy	+26,415	New	+$573K	0.07%	56