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

HHM 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
2024 Q3	–	Sell	-858	Closed	-$19K	–	790
2024 Q2	$19K	Hold	858	–	–	﹤0.01%	459
2024 Q1	$19.2K	Hold	858	–	–	﹤0.01%	420
2023 Q4	$19.2K	Sell	858 -127	-13%	-$2.75K	﹤0.01%	414
2023 Q3	$21.1K	Buy	985 +135	+16%	+$2.93K	﹤0.01%	392
2023 Q2	$18.6K	Hold	850	–	–	﹤0.01%	430
2023 Q1	$18.7K	Hold	850	–	–	﹤0.01%	425
2022 Q4	$18.4K	Hold	850	–	–	﹤0.01%	370
2022 Q3	$18K	Hold	850	–	–	﹤0.01%	358
2022 Q2	$19K	Hold	850	–	–	﹤0.01%	428
2022 Q1	$20K	Sell	850 -590	-41%	-$14.2K	﹤0.01%	432
2021 Q4	$36K	Buy	+1,440	New	+$36K	0.01%	345

Other funds holding BYLD

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

TPA

Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return

HHM Wealth Advisors's BYLD Position: Q3 2024 in Review

HHM Wealth Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2024, closing a stake of 858 shares — an estimated $19K sold.

HHM Wealth Advisors first reported a position in BYLD in Q4 2021 and held it in 11 quarters. The position peaked at $36K in Q4 2021. 55 funds tracked by Wall St. Rank hold BYLD as of Q3 2024.

HHM Wealth Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2024 after selling out during the quarter.
HHM Wealth Advisors sold 858 iShares Yield Optimized Bond ETF shares in Q3 2024, an estimated $19K.
HHM Wealth Advisors first reported a position in iShares Yield Optimized Bond ETF in Q4 2021 and held it in 11 quarters.
HHM Wealth Advisors's iShares Yield Optimized Bond ETF position peaked at $36K in Q4 2021.
55 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.