AssetMark Inc
BYLD icon

AssetMark Inc’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

AssetMark Inc’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
2020
Q2 		– Sell
-3,245
Closed -$80K – 1272
2020
Q1 		$80K Buy
3,245
+7
+0.2% +$178 ﹤0.01% 608
2019
Q4 		$83K Sell
3,238
-116
-3% -$2.96K ﹤0.01% 652
2019
Q3 		$86K Buy
3,354
+2
+0.1% +$51 ﹤0.01% 631
2019
Q2 		$85K Buy
+3,352
New +$83.1K ﹤0.01% 632

Other funds holding BYLD

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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $378M AUM 15.4% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AssetMark Inc's BYLD Position: Q2 2020 in Review

AssetMark Inc sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2020, closing a stake of 3,245 shares — an estimated $80K sold.

AssetMark Inc first reported a position in BYLD in Q2 2019 and held it in 4 quarters. The position peaked at $86K in Q3 2019. 44 funds tracked by Wall St. Rank hold BYLD as of Q2 2020.

  • AssetMark Inc reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2020 after selling out during the quarter.
  • AssetMark Inc sold 3,245 iShares Yield Optimized Bond ETF shares in Q2 2020, an estimated $80K.
  • AssetMark Inc first reported a position in iShares Yield Optimized Bond ETF in Q2 2019 and held it in 4 quarters.
  • AssetMark Inc's iShares Yield Optimized Bond ETF position peaked at $86K in Q3 2019.
  • 44 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2020.

Based on AssetMark Inc's 13F filing for Q2 2020, filed 11 Aug 2020.