AWM
BYLD icon

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

AE 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
2025
Q3 		– Sell
-23
Closed -$530 – 2295
2025
Q2 		$530 Sell
23
-1,690
-99% -$37.6K ﹤0.01% 2104
2025
Q1 		$38.4K Sell
1,713
-576
-25% -$12.9K ﹤0.01% 1625
2024
Q4 		$50.7K Buy
+2,289
New +$51.5K ﹤0.01% 1556
2024
Q1 		– Sell
-38,597
Closed -$861K – 1267
2023
Q4 		$861K Buy
38,597
+542
+1% +$11.7K ﹤0.01% 1211
2023
Q3 		$813K Buy
38,055
+6,161
+19% +$134K ﹤0.01% 1186
2023
Q2 		$700K Buy
31,894
+505
+2% +$11.1K ﹤0.01% 1236
2023
Q1 		$692K Buy
31,389
+818
+3% +$17.9K ﹤0.01% 1202
2022
Q4 		$663K Buy
30,571
+377
+1% +$8.13K ﹤0.01% 1165
2022
Q3 		$643K Sell
30,194
-113
-0.4% -$2.5K 0.01% 1120
2022
Q2 		$669K Sell
30,307
-180
-0.6% -$4.06K 0.01% 1051
2022
Q1 		$717K Buy
+30,487
New +$734K ﹤0.01% 1061
2020
Q2 		– Sell
-15,524
Closed -$383K – 1268
2020
Q1 		$383K Buy
+15,524
New +$395K 0.01% 775

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return