Atria Investments’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Atria Investments’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 Q1	–	Sell	-72,659	Closed	-$1.81M	–	866
2021 Q4	$1.81M	Sell	72,659 -51,076	-41%	-$1.28M	0.03%	608
2021 Q3	$3.11M	Sell	123,735 -10,098	-8%	-$256K	0.06%	380
2021 Q2	$3.38M	Sell	133,833 -47,401	-26%	-$1.19M	0.07%	341
2021 Q1	$4.52M	Sell	181,234 -222,054	-55%	-$5.63M	0.1%	235
2020 Q4	$10.4M	Sell	403,288 -33,368	-8%	-$861K	0.25%	92
2020 Q3	$11.2M	Sell	436,656 -4,831	-1%	-$125K	0.34%	62
2020 Q2	$11.3M	Buy	441,487 +204,710	+86%	+$5.17M	0.39%	54
2020 Q1	$5.84M	Buy	+236,777	New	+$6.02M	0.45%	54

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

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

RJFSA

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

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

VFPW

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

AMG

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

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

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

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Atria Investments's BYLD Position: Q1 2022 in Review

Atria Investments sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2022, closing a stake of 72,659 shares — an estimated $1.81M sold.

Atria Investments first reported a position in BYLD in Q1 2020 and held it in 8 quarters. The position peaked at $11.3M in Q2 2020. 36 funds tracked by Wall St. Rank hold BYLD as of Q1 2022.

Atria Investments reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2022 after selling out during the quarter.
Atria Investments sold 72,659 iShares Yield Optimized Bond ETF shares in Q1 2022, an estimated $1.81M.
Atria Investments first reported a position in iShares Yield Optimized Bond ETF in Q1 2020 and held it in 8 quarters.
Atria Investments's iShares Yield Optimized Bond ETF position peaked at $11.3M in Q2 2020.
36 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2022.

Based on Atria Investments's 13F filing for Q1 2022, filed 2 May 2022.