AWM
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Able Wealth Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Able Wealth Management’s Portfolio BYLD Stock Details BYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-116
Closed -$2.61K – 154
2023
Q4 		$2.61K Buy
+116
New +$2.51K ﹤0.01% 420

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Able Wealth Management's BYLD Position: Q1 2024 in Review

Able Wealth Management sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2024, closing a stake of 116 shares — an estimated $2.61K sold.

Able Wealth Management first reported a position in BYLD in Q4 2023 and held it in 1 quarter. The position peaked at $2.61K in Q4 2023. 54 funds tracked by Wall St. Rank hold BYLD as of Q1 2024.

  • Able Wealth Management reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 116 iShares Yield Optimized Bond ETF shares in Q1 2024, an estimated $2.61K.
  • Able Wealth Management first reported a position in iShares Yield Optimized Bond ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares Yield Optimized Bond ETF position peaked at $2.61K in Q4 2023.
  • 54 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.