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GeoWealth Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

GeoWealth Management’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
2023
Q2 		– Sell
-63
Closed -$1K – 443
2023
Q1 		$1K Sell
63
-18,391
-100% -$403K ﹤0.01% 375
2022
Q4 		$400K Sell
18,454
-17,835
-49% -$385K 0.04% 165
2022
Q3 		$772K Sell
36,289
-576
-2% -$12.8K 0.08% 136
2022
Q2 		$812K Buy
36,865
+461
+1% +$10.4K 0.11% 117
2022
Q1 		$856K Buy
36,404
+567
+2% +$13.7K 0.08% 159
2021
Q4 		$897K Buy
35,837
+2,892
+9% +$72.3K 0.07% 158
2021
Q3 		$828K Buy
+32,945
New +$835K 0.07% 171

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
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return