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

Ascent 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
2022
Q3 		– Sell
-12,309
Closed -$280K – 461
2022
Q2 		$280K Buy
+12,309
New +$278K 0.03% 401

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 $321M AUM 17.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
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
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
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
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

Ascent Group's BYLD Position: Q3 2022 in Review

Ascent Group sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2022, closing a stake of 12,309 shares — an estimated $280K sold.

Ascent Group first reported a position in BYLD in Q2 2022 and held it in 1 quarter. The position peaked at $280K in Q2 2022. 33 funds tracked by Wall St. Rank hold BYLD as of Q3 2022.

  • Ascent Group reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Ascent Group sold 12,309 iShares Yield Optimized Bond ETF shares in Q3 2022, an estimated $280K.
  • Ascent Group first reported a position in iShares Yield Optimized Bond ETF in Q2 2022 and held it in 1 quarter.
  • Ascent Group's iShares Yield Optimized Bond ETF position peaked at $280K in Q2 2022.
  • 33 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2022.

Based on Ascent Group's 13F filing for Q3 2022, filed 15 Nov 2022.