SAI
Savvy Advisors Inc’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 | $1.26M | Sell |
55,882
-247
| -0.4% | -$5.59K | 0.08% | 177 |
|
|
2025
Q1 | $1.26M | Sell |
56,129
-8,420
| -13% | -$189K | 0.13% | 134 |
|
|
2024
Q4 | $1.43M | Buy |
64,549
+11,611
| +22% | +$257K | 0.17% | 104 |
|
|
2024
Q3 | $1.21M | Buy |
52,938
+1,323
| +3% | +$30.3K | 0.25% | 81 |
|
|
2024
Q2 | $1.14M | Buy |
51,615
+4,042
| +8% | +$89.7K | 0.37% | 61 |
|
|
2024
Q1 | $1.06M | Buy |
47,573
+33,398
| +236% | +$747K | 0.61% | 35 |
|
|
2023
Q4 | $318K | Buy |
+14,175
| New | +$318K | 0.31% | 102 |
|