First National Bank of South Miami’s High Yield ETF HYLD Stock Holding History

First National Bank of South Miami’s Portfolio HYLD Stock Details HYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$34.8K	Hold	1,364	–	–	0.03%	193
2023 Q1	$36K	Sell	1,364 -26	-2%	-$695	0.03%	200
2022 Q4	$36K	Sell	1,390 -7	-0.5%	-$183	0.03%	204
2022 Q3	$36K	Sell	1,397 -17	-1%	-$463	0.03%	205
2022 Q2	$38K	Hold	1,414	–	–	0.03%	213
2022 Q1	$41K	Sell	1,414 -18	-1%	-$535	0.02%	229
2021 Q4	$45K	Hold	1,432	–	–	0.03%	228
2021 Q3	$46K	Sell	1,432 -758	-35%	-$24.5K	0.03%	218
2021 Q2	$71K	Sell	2,190 -22	-1%	-$714	0.05%	185
2021 Q1	$72K	Sell	2,212 -900	-29%	-$29K	0.05%	169
2020 Q4	$99K	Sell	3,112 -327	-10%	-$10.2K	0.09%	148
2020 Q3	$104K	Sell	3,439 -758	-18%	-$22.5K	0.1%	139
2020 Q2	$123K	Sell	4,197 -898	-18%	-$24.6K	0.13%	123
2020 Q1	$127K	Buy	5,095 +237	+5%	+$7.52K	0.16%	118
2019 Q4	$163K	Hold	4,858	–	–	0.16%	115
2019 Q3	$165K	Hold	4,858	–	–	0.16%	120
2019 Q2	$168K	Buy	4,858 +480	+11%	+$16.7K	0.16%	119
2019 Q1	$152K	Hold	4,378	–	–	0.15%	120
2018 Q4	$150K	Buy	+4,378	New	+$155K	0.15%	122

Other funds holding HYLD

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

RJFSA

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

First National Bank of South Miami's HYLD Position: Q2 2023 in Review

First National Bank of South Miami held its High Yield ETF (HYLD) position steady in Q2 2023 at 1,364 shares worth $34.8K. The position accounts for 0.03% of the portfolio, ranked #193.

First National Bank of South Miami first reported a position in HYLD in Q4 2018 and has held it in 19 quarters since. The position peaked at $168K in Q2 2019. 32 funds tracked by Wall St. Rank hold HYLD as of Q2 2023.

First National Bank of South Miami held 1,364 shares of High Yield ETF worth $34.8K as of Q2 2023.
First National Bank of South Miami left its High Yield ETF share count unchanged in Q2 2023.
High Yield ETF made up 0.03% of First National Bank of South Miami's portfolio in Q2 2023, its #193 holding.
First National Bank of South Miami first reported a position in High Yield ETF in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's High Yield ETF position peaked at $168K in Q2 2019.
32 funds tracked by Wall St. Rank held High Yield ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.