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Belpointe Asset Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-3,209
Closed -$70.7K – 979
2023
Q1 		$70.7K Buy
3,209
+367
+13% +$8.04K ﹤0.01% 1502
2022
Q4 		$61.6K Buy
+2,842
New +$61.3K ﹤0.01% 1486

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
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return

Belpointe Asset Management's BYLD Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2023, closing a stake of 3,209 shares — an estimated $70.7K sold.

Belpointe Asset Management first reported a position in BYLD in Q4 2022 and held it in 2 quarters. The position peaked at $70.7K in Q1 2023. 30 funds tracked by Wall St. Rank hold BYLD as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,209 iShares Yield Optimized Bond ETF shares in Q2 2023, an estimated $70.7K.
  • Belpointe Asset Management first reported a position in iShares Yield Optimized Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Yield Optimized Bond ETF position peaked at $70.7K in Q1 2023.
  • 30 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.