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Hartline Investment Corp’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Hartline Investment Corp’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
2024
Q2 		– Sell
-9,438
Closed -$211K – 149
2024
Q1 		$211K Buy
+9,438
New +$210K 0.04% 362

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $689M AUM 21.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Hartline Investment Corp's BYLD Position: Q2 2024 in Review

Hartline Investment Corp sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2024, closing a stake of 9,438 shares — an estimated $211K sold.

Hartline Investment Corp first reported a position in BYLD in Q1 2024 and held it in 1 quarter. The position peaked at $211K in Q1 2024. 57 funds tracked by Wall St. Rank hold BYLD as of Q2 2024.

  • Hartline Investment Corp reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 9,438 iShares Yield Optimized Bond ETF shares in Q2 2024, an estimated $211K.
  • Hartline Investment Corp first reported a position in iShares Yield Optimized Bond ETF in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's iShares Yield Optimized Bond ETF position peaked at $211K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.