Blue Stem Wealth Partners, LLC Principal Exchange Traded Fds Transaction History

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 267,765 shares of YLD stock, worth $5.09 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
267,765
Previous 229,537 16.65%
Holding current value
$5.09 Million
Previous $4.45 Billion 17.13%
% of portfolio
0.6%
Previous 0.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$19.14 - $19.46 $731,683 - $743,916
38,228 Added 16.65%
267,765 $5.21 Billion
Q2 2025

Aug 12, 2025
BUY
$18.16 - $19.37 $366,123 - $390,518
20,161 Added 9.63%
229,537 $4.45 Billion
Q1 2025

May 07, 2025
BUY
$19.03 - $19.51 $3.98 Million - $4.08 Million
209,376 New
209,376 $3.99 Billion

Others Institutions Holding YLD

# of Institutions
69
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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