Gradient Investments
BYLD icon

Gradient Investments’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Gradient Investments’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
-7,115
Closed -$167K – 1232
2022
Q1 		$167K Hold
7,115
– – ﹤0.01% 306
2021
Q4 		$178K Hold
7,115
– – ﹤0.01% 291
2021
Q3 		$179K Buy
+7,115
New +$180K 0.01% 293

Other funds holding BYLD

Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
Vantage Financial Partners (Wisconsin)
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KerberRose Wealth Management
KerberRose Wealth Management Shawano, Wisconsin $123M AUM

Gradient Investments's BYLD Position: Q2 2022 in Review

Gradient Investments sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2022, closing a stake of 7,115 shares — an estimated $167K sold.

Gradient Investments first reported a position in BYLD in Q3 2021 and held it in 3 quarters. The position peaked at $179K in Q3 2021. 34 funds tracked by Wall St. Rank hold BYLD as of Q2 2022.

  • Gradient Investments reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Gradient Investments sold 7,115 iShares Yield Optimized Bond ETF shares in Q2 2022, an estimated $167K.
  • Gradient Investments first reported a position in iShares Yield Optimized Bond ETF in Q3 2021 and held it in 3 quarters.
  • Gradient Investments's iShares Yield Optimized Bond ETF position peaked at $179K in Q3 2021.
  • 34 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2022.

Based on Gradient Investments's 13F filing for Q2 2022, filed 11 Jul 2022.