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

Castle 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
2022
Q4 		– Sell
-39
Closed -$1K – 179
2022
Q3 		$1K Hold
39
– – ﹤0.01% 613
2022
Q2 		$1K Buy
+39
New +$879 ﹤0.01% 611

Other funds holding BYLD

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castle Wealth Management's BYLD Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2022, closing a stake of 39 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in BYLD in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 34 funds tracked by Wall St. Rank hold BYLD as of Q4 2022.

  • Castle Wealth Management reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 39 iShares Yield Optimized Bond ETF shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in iShares Yield Optimized Bond ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's iShares Yield Optimized Bond ETF position peaked at $1K in Q3 2022.
  • 34 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.