Trivium Point Advisory’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
$6.76M Buy
299,098
+32,100
+12% +$726K 0.73% 37
2025
Q1
$5.99M Buy
266,998
+81,363
+44% +$1.82M 0.74% 38
2024
Q4
$4.11M Buy
185,635
+14,465
+8% +$321K 0.52% 52
2024
Q3
$3.83M Buy
171,170
+86,010
+101% +$1.92M 0.53% 56
2024
Q2
$1.89M Buy
+85,160
New +$1.89M 0.28% 103