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Centaurus Financial’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Centaurus Financial’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
Q1 		– Sell
-4,284
Closed -$111K – 824
2020
Q4 		$111K Sell
4,284
-80
-2% -$2.06K 0.01% 727
2020
Q3 		$112K Buy
+4,364
New +$113K 0.02% 593
2020
Q2 		– Sell
-4,110
Closed -$101K – 622
2020
Q1 		$101K Buy
4,110
+97
+2% +$2.47K 0.02% 493
2019
Q4 		$103K Buy
+4,013
New +$103K 0.01% 611

Other funds holding BYLD

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Centaurus Financial's BYLD Position: Q1 2021 in Review

Centaurus Financial sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2021, closing a stake of 4,284 shares — an estimated $111K sold.

Centaurus Financial first reported a position in BYLD in Q4 2019 and held it in 4 quarters. The position peaked at $112K in Q3 2020. 46 funds tracked by Wall St. Rank hold BYLD as of Q1 2021.

  • Centaurus Financial reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Centaurus Financial sold 4,284 iShares Yield Optimized Bond ETF shares in Q1 2021, an estimated $111K.
  • Centaurus Financial first reported a position in iShares Yield Optimized Bond ETF in Q4 2019 and held it in 4 quarters.
  • Centaurus Financial's iShares Yield Optimized Bond ETF position peaked at $112K in Q3 2020.
  • 46 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2021.

Based on Centaurus Financial's 13F filing for Q1 2021, filed 30 Apr 2021.