Stonebridge Capital Advisors’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 |
-14,315
| Closed | -$317K | – | 211 |
|
|
2024
Q4 | $317K | Sell |
14,315
-890
| -6% | -$19.7K | 0.03% | 166 |
|
|
2024
Q3 | $348K | Hold |
15,205
| – | – | 0.03% | 165 |
|
|
2024
Q2 | $337K | Buy |
15,205
+225
| +2% | +$4.99K | 0.03% | 157 |
|
|
2024
Q1 | $335K | Buy |
14,980
+1,830
| +14% | +$40.9K | 0.03% | 165 |
|
|
2023
Q4 | $295K | Buy |
13,150
+2,900
| +28% | +$65K | 0.03% | 165 |
|
|
2023
Q3 | $219K | Buy |
10,250
+5,200
| +103% | +$111K | 0.02% | 192 |
|
|
2023
Q2 | $111K | Buy |
+5,050
| New | +$111K | 0.01% | 263 |
|