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B. Riley Wealth Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

B. Riley Wealth 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
2020
Q1 		– Sell
-635,926
Closed -$16.3M – 808
2019
Q4 		$16.3M Buy
635,926
+58,803
+10% +$1.5M 1.39% 10
2019
Q3 		$14.8M Buy
+577,123
New +$14.7M 1.45% 9

Other funds holding BYLD

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

B. Riley Wealth Advisors's BYLD Position: Q1 2020 in Review

B. Riley Wealth Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2020, closing a stake of 635,926 shares — an estimated $16.3M sold.

B. Riley Wealth Advisors first reported a position in BYLD in Q3 2019 and held it in 2 quarters. The position peaked at $16.3M in Q4 2019. 53 funds tracked by Wall St. Rank hold BYLD as of Q1 2020.

  • B. Riley Wealth Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 635,926 iShares Yield Optimized Bond ETF shares in Q1 2020, an estimated $16.3M.
  • B. Riley Wealth Advisors first reported a position in iShares Yield Optimized Bond ETF in Q3 2019 and held it in 2 quarters.
  • B. Riley Wealth Advisors's iShares Yield Optimized Bond ETF position peaked at $16.3M in Q4 2019.
  • 53 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.