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

Focus Financial Network’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
Q4 		– Sell
-8,347
Closed -$215K – 436
2020
Q3 		$215K Buy
+8,347
New +$216K 0.02% 408
2020
Q2 		– Sell
-67,498
Closed -$1.66M – 395
2020
Q1 		$1.66M Buy
67,498
+12,005
+22% +$305K 0.22% 95
2019
Q4 		$1.42M Buy
+55,493
New +$1.42M 0.17% 121

Other funds holding BYLD

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Focus Financial Network's BYLD Position: Q4 2020 in Review

Focus Financial Network sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2020, closing a stake of 8,347 shares — an estimated $215K sold.

Focus Financial Network first reported a position in BYLD in Q4 2019 and held it in 3 quarters. The position peaked at $1.66M in Q1 2020. 49 funds tracked by Wall St. Rank hold BYLD as of Q4 2020.

  • Focus Financial Network reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Focus Financial Network sold 8,347 iShares Yield Optimized Bond ETF shares in Q4 2020, an estimated $215K.
  • Focus Financial Network first reported a position in iShares Yield Optimized Bond ETF in Q4 2019 and held it in 3 quarters.
  • Focus Financial Network's iShares Yield Optimized Bond ETF position peaked at $1.66M in Q1 2020.
  • 49 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2020.

Based on Focus Financial Network's 13F filing for Q4 2020, filed 24 Jul 2024.