Cetera Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Cetera Advisors’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 Q3	–	Sell	-92,857	Closed	-$2.35M	–	1418
2021 Q2	$2.35M	Buy	92,857 +2,769	+3%	+$69.5K	0.06%	332
2021 Q1	$2.24M	Sell	90,088 -1,347	-1%	-$34.2K	0.06%	293
2020 Q4	$2.36M	Buy	91,435 +589	+0.6%	+$15.2K	0.08%	244
2020 Q3	$2.34M	Buy	90,846 +34,092	+60%	+$881K	0.09%	212
2020 Q2	$1.45M	Buy	56,754 +1,702	+3%	+$43K	0.06%	282
2020 Q1	$1.36M	Sell	55,052 -37,919	-41%	-$965K	0.07%	267
2019 Q4	$2.38M	Buy	92,971 +132	+0.1%	+$3.37K	0.1%	201
2019 Q3	$2.37M	Buy	92,839 +3,443	+4%	+$87.6K	0.1%	191
2019 Q2	$2.26M	Buy	+89,396	New	+$2.22M	0.1%	198

Other funds holding BYLD

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Advisors's BYLD Position: Q3 2021 in Review

Cetera Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2021, closing a stake of 92,857 shares — an estimated $2.35M sold.

Cetera Advisors first reported a position in BYLD in Q2 2019 and held it in 9 quarters. The position peaked at $2.38M in Q4 2019. 40 funds tracked by Wall St. Rank hold BYLD as of Q3 2021.

Cetera Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2021 after selling out during the quarter.
Cetera Advisors sold 92,857 iShares Yield Optimized Bond ETF shares in Q3 2021, an estimated $2.35M.
Cetera Advisors first reported a position in iShares Yield Optimized Bond ETF in Q2 2019 and held it in 9 quarters.
Cetera Advisors's iShares Yield Optimized Bond ETF position peaked at $2.38M in Q4 2019.
40 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2021.

Based on Cetera Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.