AWMS
BYLD icon

Advocacy Wealth Management Services’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Advocacy Wealth Management Services’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
2017
Q4 		– Sell
-24,452
Closed -$615K – 222
2017
Q3 		$615K Sell
24,452
-2,672
-10% -$67.1K 0.25% 14
2017
Q2 		$681K Buy
27,124
+6,604
+32% +$165K 0.24% 26
2017
Q1 		$510K Buy
+20,520
New +$508K 0.18% 28

Other funds holding BYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Advocacy Wealth Management Services's BYLD Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2017, closing a stake of 24,452 shares — an estimated $615K sold.

Advocacy Wealth Management Services first reported a position in BYLD in Q1 2017 and held it in 3 quarters. The position peaked at $681K in Q2 2017. 14 funds tracked by Wall St. Rank hold BYLD as of Q4 2017.

  • Advocacy Wealth Management Services reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 24,452 iShares Yield Optimized Bond ETF shares in Q4 2017, an estimated $615K.
  • Advocacy Wealth Management Services first reported a position in iShares Yield Optimized Bond ETF in Q1 2017 and held it in 3 quarters.
  • Advocacy Wealth Management Services's iShares Yield Optimized Bond ETF position peaked at $681K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.