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Calton & Associates’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-397
Closed -$9K – 468
2017
Q4 		$9K Buy
+397
New +$9.94K ﹤0.01% 1086

Other funds holding BYLD

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Calton & Associates's BYLD Position: Q1 2018 in Review

Calton & Associates sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2018, closing a stake of 397 shares — an estimated $9K sold.

Calton & Associates first reported a position in BYLD in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 16 funds tracked by Wall St. Rank hold BYLD as of Q1 2018.

  • Calton & Associates reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 397 iShares Yield Optimized Bond ETF shares in Q1 2018, an estimated $9K.
  • Calton & Associates first reported a position in iShares Yield Optimized Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Yield Optimized Bond ETF position peaked at $9K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.