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Birchcreek Wealth Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Birchcreek Wealth 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
2024
Q3 		– Sell
-54,687
Closed -$1.21M – 119
2024
Q2 		$1.21M Buy
54,687
+14,711
+37% +$325K 0.68% 32
2024
Q1 		$894K Buy
39,976
+9,166
+30% +$204K 0.47% 50
2023
Q4 		$691K Sell
30,810
-1,296
-4% -$28K 0.41% 59
2023
Q3 		$686K Buy
+32,106
New +$698K 0.47% 54

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $689M AUM 21.67% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

Birchcreek Wealth Management's BYLD Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2024, closing a stake of 54,687 shares — an estimated $1.21M sold.

Birchcreek Wealth Management first reported a position in BYLD in Q3 2023 and held it in 4 quarters. The position peaked at $1.21M in Q2 2024. 55 funds tracked by Wall St. Rank hold BYLD as of Q3 2024.

  • Birchcreek Wealth Management reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 54,687 iShares Yield Optimized Bond ETF shares in Q3 2024, an estimated $1.21M.
  • Birchcreek Wealth Management first reported a position in iShares Yield Optimized Bond ETF in Q3 2023 and held it in 4 quarters.
  • Birchcreek Wealth Management's iShares Yield Optimized Bond ETF position peaked at $1.21M in Q2 2024.
  • 55 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.