Creative Financial Designs
BYLD icon

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

Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Richard W. Paul & Associates
Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 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.