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Financial Architects (New Jersey)’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Financial Architects (New Jersey)’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
2019
Q1 		– Sell
-620
Closed -$15K – 1424
2018
Q4 		$15K Hold
620
– – ﹤0.01% 885
2018
Q3 		$15K Hold
620
– – ﹤0.01% 992
2018
Q2 		$15K Hold
620
– – ﹤0.01% 875
2018
Q1 		$15K Hold
620
– – ﹤0.01% 963
2017
Q4 		$16K Buy
+620
New +$15.5K ﹤0.01% 1017

Other funds holding BYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Financial Architects (New Jersey)'s BYLD Position: Q1 2019 in Review

Financial Architects (New Jersey) sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2019, closing a stake of 620 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in BYLD in Q4 2017 and held it in 5 quarters. The position peaked at $16K in Q4 2017. 19 funds tracked by Wall St. Rank hold BYLD as of Q1 2019.

  • Financial Architects (New Jersey) reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 620 iShares Yield Optimized Bond ETF shares in Q1 2019, an estimated $15K.
  • Financial Architects (New Jersey) first reported a position in iShares Yield Optimized Bond ETF in Q4 2017 and held it in 5 quarters.
  • Financial Architects (New Jersey)'s iShares Yield Optimized Bond ETF position peaked at $16K in Q4 2017.
  • 19 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2019, filed 3 May 2019.