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

Financial Insights’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
2022 Q2	–	Sell	-47,881	Closed	-$1.13M	–	83
2022 Q1	$1.13M	Buy	47,881 +1,734	+4%	+$41.8K	1.03%	27
2021 Q4	$1.15M	Sell	46,147 -1,098	-2%	-$27.4K	0.99%	27
2021 Q3	$1.19M	Sell	47,245 -470	-1%	-$11.9K	1.09%	25
2021 Q2	$12.1M	Buy	47,715 +445	+0.9%	+$11.2K	1%	25
2021 Q1	$1.18M	Buy	47,270 +14,713	+45%	+$373K	0.87%	26
2020 Q4	$842K	Buy	32,557 +14,713	+82%	+$380K	0.65%	29
2020 Q3	$459K	Buy	17,844 +11,822	+196%	+$306K	0.39%	41
2020 Q2	$410	Sell	6,022 -7,296	-55%	-$184K	0.36%	44
2020 Q1	$328K	Buy	13,318 +1,622	+14%	+$41.3K	0.35%	44
2019 Q4	$300K	Buy	11,696 +2,511	+27%	+$64.2K	0.26%	54
2019 Q3	$235K	Buy	+9,185	New	+$234K	0.23%	63

Other funds holding BYLD

HNB

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

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

VFPW

Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

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

KWM

KerberRose Wealth Management Shawano, Wisconsin $123M AUM

Financial Insights's BYLD Position: Q2 2022 in Review

Financial Insights sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2022, closing a stake of 47,881 shares — an estimated $1.13M sold.

Financial Insights first reported a position in BYLD in Q3 2019 and held it in 11 quarters. The position peaked at $12.1M in Q2 2021. 34 funds tracked by Wall St. Rank hold BYLD as of Q2 2022.

Financial Insights reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2022 after selling out during the quarter.
Financial Insights sold 47,881 iShares Yield Optimized Bond ETF shares in Q2 2022, an estimated $1.13M.
Financial Insights first reported a position in iShares Yield Optimized Bond ETF in Q3 2019 and held it in 11 quarters.
Financial Insights's iShares Yield Optimized Bond ETF position peaked at $12.1M in Q2 2021.
34 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2022.

Based on Financial Insights's 13F filing for Q2 2022, filed 3 Aug 2022.