American Portfolios Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

American Portfolios Advisors’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
2022 Q3	$4.3K	Hold	202	–	–	﹤0.01%	2879
2022 Q2	$4.46K	Sell	202 -2,777	-93%	-$62.6K	﹤0.01%	2869
2022 Q1	$70.1K	Sell	2,979 -12,438	-81%	-$300K	﹤0.01%	1719
2021 Q4	$385K	Sell	15,417 -5,758	-27%	-$144K	0.01%	863
2021 Q3	$532K	Sell	21,175 -591	-3%	-$15K	0.02%	673
2021 Q2	$550K	Buy	21,766 +1,518	+7%	+$38.1K	0.02%	669
2021 Q1	$505K	Sell	20,248 -1,453	-7%	-$36.8K	0.02%	643
2020 Q4	$561K	Buy	21,701 +6,712	+45%	+$173K	0.03%	525
2020 Q3	$386K	Buy	14,989 +5,922	+65%	+$153K	0.02%	556
2020 Q2	$232K	Buy	9,067 +4,140	+84%	+$105K	0.02%	696
2020 Q1	$122K	Buy	4,927 +4,128	+517%	+$105K	0.01%	831
2019 Q4	$20.5K	Buy	+799	New	+$20.4K	﹤0.01%	1709

Other funds holding BYLD

HNB

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

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AMG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VFPW

Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

American Portfolios Advisors's BYLD Position: Q3 2022 in Review

American Portfolios Advisors held its iShares Yield Optimized Bond ETF (BYLD) position steady in Q3 2022 at 202 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

American Portfolios Advisors first reported a position in BYLD in Q4 2019 and has held it in 12 quarters since. The position peaked at $561K in Q4 2020. 33 funds tracked by Wall St. Rank hold BYLD as of Q3 2022.

American Portfolios Advisors held 202 shares of iShares Yield Optimized Bond ETF worth $4.3K as of Q3 2022.
American Portfolios Advisors left its iShares Yield Optimized Bond ETF share count unchanged in Q3 2022.
iShares Yield Optimized Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2879 holding.
American Portfolios Advisors first reported a position in iShares Yield Optimized Bond ETF in Q4 2019 and has held it in 12 quarters since.
American Portfolios Advisors's iShares Yield Optimized Bond ETF position peaked at $561K in Q4 2020.
33 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.