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

Creative Financial Designs’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
2023 Q2	–	Sell	-16	Closed	-$352	–	1475
2023 Q1	$352	Sell	16 -1	-6%	-$22	﹤0.01%	1352
2022 Q4	$370	Hold	17	–	–	﹤0.01%	1247
2022 Q3	$0	Sell	17 -5	-23%	-$111	﹤0.01%	1284
2022 Q2	$0	Sell	22 -1,475	-99%	-$33.3K	﹤0.01%	1247
2022 Q1	$35K	Buy	1,497 +1,471	+5,658%	+$35.4K	0.01%	628
2021 Q4	$1K	Sell	26 -1	-4%	-$25	﹤0.01%	1156
2021 Q3	$1K	Sell	27 -5	-16%	-$127	﹤0.01%	1346
2021 Q2	$1K	Sell	32 -1,735	-98%	-$43.6K	﹤0.01%	1365
2021 Q1	$44K	Sell	1,767 -1,158	-40%	-$29.4K	0.01%	600
2020 Q4	$76K	Sell	2,925 -1,457	-33%	-$37.6K	0.02%	428
2020 Q3	$113K	Sell	4,382 -329,649	-99%	-$8.52M	0.03%	319
2020 Q2	$8.56M	Buy	334,031 +28,446	+9%	+$719K	2.59%	8
2020 Q1	$7.54M	Buy	305,585 +171,483	+128%	+$4.36M	3.88%	6
2019 Q4	$3.45M	Buy	134,102 +133,709	+34,023%	+$3.42M	1.54%	14
2019 Q3	$10K	Buy	+393	New	+$10K	0.01%	402

Other funds holding BYLD

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

DWM

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

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return

Creative Financial Designs's BYLD Position: Q2 2023 in Review

Creative Financial Designs sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2023, closing a stake of 16 shares — an estimated $352 sold.

Creative Financial Designs first reported a position in BYLD in Q3 2019 and held it in 15 quarters. The position peaked at $8.56M in Q2 2020. 30 funds tracked by Wall St. Rank hold BYLD as of Q2 2023.

Creative Financial Designs reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2023 after selling out during the quarter.
Creative Financial Designs sold 16 iShares Yield Optimized Bond ETF shares in Q2 2023, an estimated $352.
Creative Financial Designs first reported a position in iShares Yield Optimized Bond ETF in Q3 2019 and held it in 15 quarters.
Creative Financial Designs's iShares Yield Optimized Bond ETF position peaked at $8.56M in Q2 2020.
30 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2023.

Based on Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.