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

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return

GeoWealth Management's BYLD Position: Q2 2023 in Review

GeoWealth Management sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2023, closing a stake of 63 shares — an estimated $1K sold.

GeoWealth Management first reported a position in BYLD in Q3 2021 and held it in 7 quarters. The position peaked at $897K in Q4 2021. 30 funds tracked by Wall St. Rank hold BYLD as of Q2 2023.

GeoWealth Management reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2023 after selling out during the quarter.
GeoWealth Management sold 63 iShares Yield Optimized Bond ETF shares in Q2 2023, an estimated $1K.
GeoWealth Management first reported a position in iShares Yield Optimized Bond ETF in Q3 2021 and held it in 7 quarters.
GeoWealth Management's iShares Yield Optimized Bond ETF position peaked at $897K in Q4 2021.
30 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2023.

Based on GeoWealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.