Vantage Financial Partners (Wisconsin)’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 | – | Sell |
-9,544
| Closed | -$214K | – | 204 |
|
|
2025
Q1 | $214K | Sell |
9,544
-953
| -9% | -$21.4K | 0.05% | 177 |
|
|
2024
Q4 | $233K | Sell |
10,497
-141
| -1% | -$3.13K | 0.06% | 155 |
|
|
2024
Q3 | $244K | Sell |
10,638
-2,904
| -21% | -$66.6K | 0.06% | 157 |
|
|
2024
Q2 | $300K | Sell |
13,542
-102
| -0.7% | -$2.26K | 0.08% | 114 |
|
|
2024
Q1 | $305K | Sell |
13,644
-957
| -7% | -$21.4K | 0.08% | 108 |
|
|
2023
Q4 | $327K | Buy |
14,601
+33
| +0.2% | +$740 | 0.1% | 97 |
|
|
2023
Q3 | $311K | Sell |
14,568
-4,566
| -24% | -$97.6K | 0.12% | 59 |
|
|
2023
Q2 | $420K | Sell |
19,134
-659
| -3% | -$14.5K | 0.16% | 47 |
|
|
2023
Q1 | $436K | Sell |
19,793
-1,717
| -8% | -$37.8K | 0.17% | 48 |
|
|
2022
Q4 | $466K | Sell |
21,510
-31,848
| -60% | -$690K | 0.28% | 30 |
|
|
2022
Q3 | $1.14M | Sell |
53,358
-10,767
| -17% | -$229K | 0.77% | 17 |
|
|
2022
Q2 | $1.42M | Sell |
64,125
-23,204
| -27% | -$512K | 0.83% | 11 |
|
|
2022
Q1 | $2.05M | Sell |
87,329
-16,731
| -16% | -$394K | 1.05% | 9 |
|
|
2021
Q4 | $2.6M | Buy |
+104,060
| New | +$2.6M | 1.02% | 13 |
|