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

Atlas Private 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
2024
Q1 		$8.43M Buy
377,165
+20,076
+6% +$447K 3.54% 3
2023
Q4 		$8.01M Buy
+357,089
New +$7.72M 3.77% 4

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

Atlas Private Wealth Management's BYLD Position: Q1 2024 in Review

Atlas Private Wealth Management increased its iShares Yield Optimized Bond ETF (BYLD) stake by 5.6% in Q1 2024, buying an estimated $447K and bringing the position to 377,165 shares worth $8.43M. The position accounts for 3.54% of the portfolio, ranked #3.

Atlas Private Wealth Management first reported a position in BYLD in Q4 2023 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold BYLD as of Q1 2024.

  • Atlas Private Wealth Management held 377,165 shares of iShares Yield Optimized Bond ETF worth $8.43M as of Q1 2024.
  • Atlas Private Wealth Management bought 20,076 iShares Yield Optimized Bond ETF shares in Q1 2024, an estimated $447K.
  • iShares Yield Optimized Bond ETF made up 3.54% of Atlas Private Wealth Management's portfolio in Q1 2024, its #3 holding.
  • Atlas Private Wealth Management first reported a position in iShares Yield Optimized Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.