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Heartwood Wealth Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Heartwood Wealth Advisors’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
Q3 		– Sell
-60,000
Closed -$60K – 80
2020
Q2 		$60K Buy
+60,000
New +$1.52M 0.01% 73

Other funds holding BYLD

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Heartwood Wealth Advisors's BYLD Position: Q3 2020 in Review

Heartwood Wealth Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2020, closing a stake of 60,000 shares — an estimated $60K sold.

Heartwood Wealth Advisors first reported a position in BYLD in Q2 2020 and held it in 1 quarter. The position peaked at $60K in Q2 2020. 47 funds tracked by Wall St. Rank hold BYLD as of Q3 2020.

  • Heartwood Wealth Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 60,000 iShares Yield Optimized Bond ETF shares in Q3 2020, an estimated $60K.
  • Heartwood Wealth Advisors first reported a position in iShares Yield Optimized Bond ETF in Q2 2020 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares Yield Optimized Bond ETF position peaked at $60K in Q2 2020.
  • 47 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2020.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.