Stratos Wealth Partners’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
Q2 | $549K | Sell |
24,302
-474
| -2% | -$10.7K | 0.01% | 892 |
|
|
2025
Q1 | $556K | Buy |
24,776
+144
| +0.6% | +$3.23K | 0.01% | 843 |
|
|
2024
Q4 | $546K | Buy |
24,632
+7,247
| +42% | +$161K | 0.01% | 899 |
|
|
2024
Q3 | $398K | Buy |
+17,385
| New | +$398K | 0.01% | 1019 |
|
|
2020
Q2 | – | Sell |
-11,441
| Closed | -$282K | – | 1004 |
|
|
2020
Q1 | $282K | Sell |
11,441
-6,986
| -38% | -$172K | 0.01% | 712 |
|
|
2019
Q4 | $473K | Buy |
18,427
+164
| +0.9% | +$4.21K | 0.02% | 612 |
|
|
2019
Q3 | $467K | Buy |
18,263
+173
| +1% | +$4.42K | 0.02% | 588 |
|
|
2019
Q2 | $458K | Buy |
+18,090
| New | +$458K | 0.02% | 603 |
|