CA
BYLD icon

Crumly & Associates’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Crumly & Associates’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
Q2 		– Sell
-44,190
Closed -$1.1M – 99
2021
Q1 		$1.1M Sell
44,190
-3,146
-7% -$79.8K 0.64% 32
2020
Q4 		$1.21M Sell
47,336
-69,826
-60% -$1.8M 0.85% 22
2020
Q3 		$3.02M Buy
117,162
+83,154
+245% +$2.15M 2.58% 16
2020
Q2 		$871K Buy
34,008
+3,170
+10% +$80.1K 0.82% 22
2020
Q1 		$760K Buy
30,838
+679
+2% +$17.3K 0.93% 21
2019
Q4 		$774K Buy
+30,159
New +$771K 0.8% 28

Other funds holding BYLD

FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 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
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Crumly & Associates's BYLD Position: Q2 2021 in Review

Crumly & Associates sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2021, closing a stake of 44,190 shares — an estimated $1.1M sold.

Crumly & Associates first reported a position in BYLD in Q4 2019 and held it in 6 quarters. The position peaked at $3.02M in Q3 2020. 42 funds tracked by Wall St. Rank hold BYLD as of Q2 2021.

  • Crumly & Associates reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Crumly & Associates sold 44,190 iShares Yield Optimized Bond ETF shares in Q2 2021, an estimated $1.1M.
  • Crumly & Associates first reported a position in iShares Yield Optimized Bond ETF in Q4 2019 and held it in 6 quarters.
  • Crumly & Associates's iShares Yield Optimized Bond ETF position peaked at $3.02M in Q3 2020.
  • 42 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2021.

Based on Crumly & Associates's 13F filing for Q2 2021, filed 9 Aug 2021.