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

Elevated Capital 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
2024 Q3	–	Sell	-41,075	Closed	-$911K	–	267
2024 Q2	$911K	Sell	41,075 -2,837	-6%	-$62.7K	0.26%	104
2024 Q1	$982K	Buy	43,912 +966	+2%	+$21.5K	0.28%	92
2023 Q4	$963K	Buy	42,946 +2,830	+7%	+$61.2K	0.3%	92
2023 Q3	$857K	Buy	40,116 +747	+2%	+$16.2K	0.29%	86
2023 Q2	$864K	Buy	39,369 +6,118	+18%	+$134K	0.29%	99
2023 Q1	$733K	Buy	33,251 +640	+2%	+$14K	0.26%	105
2022 Q4	$707K	Buy	32,611 +1,030	+3%	+$22.2K	0.27%	96
2022 Q3	$673K	Buy	+31,581	New	+$700K	0.26%	111

Other funds holding BYLD

HNB

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $689M AUM 21.67% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

TPA

Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

Elevated Capital Advisors's BYLD Position: Q3 2024 in Review

Elevated Capital Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2024, closing a stake of 41,075 shares — an estimated $911K sold.

Elevated Capital Advisors first reported a position in BYLD in Q3 2022 and held it in 8 quarters. The position peaked at $982K in Q1 2024. 55 funds tracked by Wall St. Rank hold BYLD as of Q3 2024.

Elevated Capital Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2024 after selling out during the quarter.
Elevated Capital Advisors sold 41,075 iShares Yield Optimized Bond ETF shares in Q3 2024, an estimated $911K.
Elevated Capital Advisors first reported a position in iShares Yield Optimized Bond ETF in Q3 2022 and held it in 8 quarters.
Elevated Capital Advisors's iShares Yield Optimized Bond ETF position peaked at $982K in Q1 2024.
55 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2024.

Based on Elevated Capital Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.