EH
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Equitable Holdings’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Equitable Holdings’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
2020
Q3 		– Sell
-15,219
Closed -$390K – 627
2020
Q2 		$390K Buy
15,219
+6
+0% +$152 0.01% 460
2020
Q1 		$375K Buy
15,213
+7,231
+91% +$184K 0.01% 416
2019
Q4 		$205K Buy
+7,982
New +$204K 0.01% 570

Other funds holding BYLD

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Equitable Holdings's BYLD Position: Q3 2020 in Review

Equitable Holdings sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2020, closing a stake of 15,219 shares — an estimated $390K sold.

Equitable Holdings first reported a position in BYLD in Q4 2019 and held it in 3 quarters. The position peaked at $390K in Q2 2020. 47 funds tracked by Wall St. Rank hold BYLD as of Q3 2020.

  • Equitable Holdings reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Equitable Holdings sold 15,219 iShares Yield Optimized Bond ETF shares in Q3 2020, an estimated $390K.
  • Equitable Holdings first reported a position in iShares Yield Optimized Bond ETF in Q4 2019 and held it in 3 quarters.
  • Equitable Holdings's iShares Yield Optimized Bond ETF position peaked at $390K in Q2 2020.
  • 47 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2020.

Based on Equitable Holdings's 13F filing for Q3 2020, filed 13 Nov 2020.