TCWP’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
Q2 | – | Sell |
-44,312
| Closed | -$977K | – | 185 |
|
|
2023
Q1 | $977K | Buy |
44,312
+5,089
| +13% | +$112K | 0.19% | 103 |
|
|
2022
Q4 | $850K | Buy |
39,223
+982
| +3% | +$21.3K | 0.17% | 109 |
|
|
2022
Q3 | $814K | Buy |
38,241
+2,810
| +8% | +$59.8K | 0.17% | 110 |
|
|
2022
Q2 | $781K | Buy |
35,431
+4,729
| +15% | +$104K | 0.17% | 106 |
|
|
2022
Q1 | $722K | Buy |
30,702
+2,349
| +8% | +$55.2K | 0.13% | 119 |
|
|
2021
Q4 | $708K | Buy |
+28,353
| New | +$708K | 0.14% | 119 |
|