Advisor Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Advisor Group’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
2019 Q4	$1.14M	Buy	44,423 +4,791	+12%	+$122K	0.01%	1116
2019 Q3	$1.01M	Buy	39,632 +36,680	+1,243%	+$933K	0.01%	1135
2019 Q2	$75K	Buy	2,952 +2,222	+304%	+$55.1K	﹤0.01%	3077
2019 Q1	$18K	Buy	730 +6	+0.8%	+$145	﹤0.01%	4033
2018 Q4	$17K	Sell	724 -3,333	-82%	-$79.1K	﹤0.01%	3905
2018 Q3	$98K	Buy	4,057 +937	+30%	+$22.6K	﹤0.01%	2768
2018 Q2	$75K	Sell	3,120 -155	-5%	-$3.75K	﹤0.01%	2762
2018 Q1	$80K	Sell	3,275 -375	-10%	-$9.22K	﹤0.01%	2729
2017 Q4	$91K	Sell	3,650 -1,342	-27%	-$33.6K	﹤0.01%	2645
2017 Q3	$126K	Buy	4,992 +68	+1%	+$1.71K	﹤0.01%	2214
2017 Q2	$123K	Sell	4,924 -426	-8%	-$10.6K	﹤0.01%	2133
2017 Q1	$133K	Buy	5,350 +866	+19%	+$21.4K	﹤0.01%	1961
2016 Q4	$111K	Buy	+4,484	New	+$111K	﹤0.01%	1993

Other funds holding BYLD

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Advisor Group's BYLD Position: Q4 2019 in Review

Advisor Group increased its iShares Yield Optimized Bond ETF (BYLD) stake by 12% in Q4 2019, buying an estimated $122K and bringing the position to 44,423 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1116.

Advisor Group first reported a position in BYLD in Q4 2016 and has held it in 13 quarters since. 44 funds tracked by Wall St. Rank hold BYLD as of Q4 2019.

Advisor Group held 44,423 shares of iShares Yield Optimized Bond ETF worth $1.14M as of Q4 2019.
Advisor Group bought 4,791 iShares Yield Optimized Bond ETF shares in Q4 2019, an estimated $122K.
iShares Yield Optimized Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1116 holding.
Advisor Group first reported a position in iShares Yield Optimized Bond ETF in Q4 2016 and has held it in 13 quarters since.
44 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.