Bank of America
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Bank of America’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Bank of America’s Portfolio DYLD Stock Details DYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-180
Closed -$3.92K – 8043
2023
Q3 		$3.92K Buy
+180
New +$3.99K ﹤0.01% 7045

Other funds holding DYLD

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Bank of America's DYLD Position: Q4 2023 in Review

Bank of America sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q4 2023, closing a stake of 180 shares — an estimated $3.92K sold.

Bank of America first reported a position in DYLD in Q3 2023 and held it in 1 quarter. The position peaked at $3.92K in Q3 2023. 23 funds tracked by Wall St. Rank hold DYLD as of Q4 2023.

  • Bank of America reported no remaining LeaderShares Dynamic Yield ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of America sold 180 LeaderShares Dynamic Yield ETF shares in Q4 2023, an estimated $3.92K.
  • Bank of America first reported a position in LeaderShares Dynamic Yield ETF in Q3 2023 and held it in 1 quarter.
  • Bank of America's LeaderShares Dynamic Yield ETF position peaked at $3.92K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q4 2023.

Based on Bank of America's 13F filing for Q4 2023, filed 14 Feb 2024.