B. Riley Wealth Advisors
BYLD icon

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 $61B AUM 26.91% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $378M AUM 15.4% 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

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.