Vantage Financial Partners (Wisconsin)’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,544	Closed	-$214K	–	204
2025 Q1	$214K	Sell	9,544 -953	-9%	-$21.3K	0.05%	177
2024 Q4	$233K	Sell	10,497 -141	-1%	-$3.17K	0.06%	155
2024 Q3	$244K	Sell	10,638 -2,904	-21%	-$65.5K	0.06%	157
2024 Q2	$300K	Sell	13,542 -102	-0.7%	-$2.25K	0.08%	114
2024 Q1	$305K	Sell	13,644 -957	-7%	-$21.3K	0.08%	108
2023 Q4	$327K	Buy	14,601 +33	+0.2%	+$714	0.1%	97
2023 Q3	$311K	Sell	14,568 -4,566	-24%	-$99.2K	0.12%	59
2023 Q2	$420K	Sell	19,134 -659	-3%	-$14.4K	0.16%	47
2023 Q1	$436K	Sell	19,793 -1,717	-8%	-$37.6K	0.17%	48
2022 Q4	$466K	Sell	21,510 -31,848	-60%	-$687K	0.28%	30
2022 Q3	$1.14M	Sell	53,358 -10,767	-17%	-$239K	0.77%	17
2022 Q2	$1.42M	Sell	64,125 -23,204	-27%	-$523K	0.83%	11
2022 Q1	$2.05M	Sell	87,329 -16,731	-16%	-$403K	1.05%	9
2021 Q4	$2.6M	Buy	+104,060	New	+$2.6M	1.02%	13