Stonebridge Financial Group’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$430K	Hold	8,173	–	–	0.04%	167
2025 Q1	$423K	Sell	8,173 -119	-1%	-$6.16K	0.05%	155
2024 Q4	$421K	Buy	+8,292	New	+$421K	0.05%	160