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

Curran Financial Partners’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
-8,076
Closed -$209K – 59
2020
Q4 		$209K Buy
+8,076
New +$208K 0.18% 55

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 $365M AUM 22.69% 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 $9.98B AUM 26.5% 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

Curran Financial Partners's BYLD Position: Q1 2021 in Review

Curran Financial Partners sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2021, closing a stake of 8,076 shares — an estimated $209K sold.

Curran Financial Partners first reported a position in BYLD in Q4 2020 and held it in 1 quarter. The position peaked at $209K in Q4 2020. 46 funds tracked by Wall St. Rank hold BYLD as of Q1 2021.

  • Curran Financial Partners reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Curran Financial Partners sold 8,076 iShares Yield Optimized Bond ETF shares in Q1 2021, an estimated $209K.
  • Curran Financial Partners first reported a position in iShares Yield Optimized Bond ETF in Q4 2020 and held it in 1 quarter.
  • Curran Financial Partners's iShares Yield Optimized Bond ETF position peaked at $209K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2021.

Based on Curran Financial Partners's 13F filing for Q1 2021, filed 19 May 2021.