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

HawsGoodwin Investment 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
2020 Q2	–	Sell	-423	Closed	-$10K	–	91
2020 Q1	$10K	Hold	423	–	–	0.01%	86
2019 Q4	$11K	Buy	+423	New	+$10.8K	0.01%	92

Other funds holding BYLD

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

DWM

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

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

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

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

AMG

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

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

HawsGoodwin Investment Management's BYLD Position: Q2 2020 in Review

HawsGoodwin Investment Management sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2020, closing a stake of 423 shares — an estimated $10K sold.

HawsGoodwin Investment Management first reported a position in BYLD in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 44 funds tracked by Wall St. Rank hold BYLD as of Q2 2020.

HawsGoodwin Investment Management reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2020 after selling out during the quarter.
HawsGoodwin Investment Management sold 423 iShares Yield Optimized Bond ETF shares in Q2 2020, an estimated $10K.
HawsGoodwin Investment Management first reported a position in iShares Yield Optimized Bond ETF in Q4 2019 and held it in 2 quarters.
HawsGoodwin Investment Management's iShares Yield Optimized Bond ETF position peaked at $11K in Q4 2019.
44 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2020.

Based on HawsGoodwin Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.