Beam Wealth Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Beam 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
2021 Q4	–	Sell	-8,442	Closed	-$212K	–	94
2021 Q3	$212K	Buy	+8,442	New	+$214K	0.18%	130
2021 Q1	–	Sell	-16,823	Closed	-$435K	–	137
2020 Q4	$435K	Sell	16,823 -3,694	-18%	-$95.3K	0.41%	78
2020 Q3	$528K	Sell	20,517 -288	-1%	-$7.45K	0.49%	63
2020 Q2	$535K	Sell	20,805 -3,727	-15%	-$94.2K	0.54%	57
2020 Q1	$605K	Sell	24,532 -14,549	-37%	-$370K	0.6%	54
2019 Q4	$1M	Buy	+39,081	New	+$999K	0.94%	28

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 $365M AUM 22.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RJFSA

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

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

VFPW

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

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

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

AMG

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Beam Wealth Advisors's BYLD Position: Q4 2021 in Review

Beam Wealth Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2021, closing a stake of 8,442 shares — an estimated $212K sold.

Beam Wealth Advisors first reported a position in BYLD in Q4 2019 and held it in 6 quarters. The position peaked at $1M in Q4 2019. 42 funds tracked by Wall St. Rank hold BYLD as of Q4 2021.

Beam Wealth Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 8,442 iShares Yield Optimized Bond ETF shares in Q4 2021, an estimated $212K.
Beam Wealth Advisors first reported a position in iShares Yield Optimized Bond ETF in Q4 2019 and held it in 6 quarters.
Beam Wealth Advisors's iShares Yield Optimized Bond ETF position peaked at $1M in Q4 2019.
42 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.