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

HighTower 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
2021 Q4	–	Sell	-54,155	Closed	-$1.35M	–	3312
2021 Q3	$1.35M	Sell	54,155 -6,795	-11%	-$172K	﹤0.01%	1483
2021 Q2	$1.54M	Sell	60,950 -10,959	-15%	-$275K	﹤0.01%	1389
2021 Q1	$1.79M	Sell	71,909 -2,739	-4%	-$69.5K	0.01%	1191
2020 Q4	$1.93M	Sell	74,648 -5,536	-7%	-$143K	0.01%	932
2020 Q3	$2.07M	Sell	80,184 -6,069	-7%	-$157K	0.01%	862
2020 Q2	$2.2M	Buy	86,253 +22,117	+34%	+$559K	0.01%	777
2020 Q1	$1.54M	Buy	64,136 +21,569	+51%	+$549K	0.01%	832
2019 Q4	$1.08M	Buy	42,567 +8,193	+24%	+$209K	0.01%	1116
2019 Q3	$862K	Buy	+34,374	New	+$875K	﹤0.01%	1248

Other funds holding BYLD

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RJFSA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VFPW

Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

HighTower Advisors's BYLD Position: Q4 2021 in Review

HighTower Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2021, closing a stake of 54,155 shares — an estimated $1.35M sold.

HighTower Advisors first reported a position in BYLD in Q3 2019 and held it in 9 quarters. The position peaked at $2.2M in Q2 2020. 42 funds tracked by Wall St. Rank hold BYLD as of Q4 2021.

HighTower Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2021 after selling out during the quarter.
HighTower Advisors sold 54,155 iShares Yield Optimized Bond ETF shares in Q4 2021, an estimated $1.35M.
HighTower Advisors first reported a position in iShares Yield Optimized Bond ETF in Q3 2019 and held it in 9 quarters.
HighTower Advisors's iShares Yield Optimized Bond ETF position peaked at $2.2M in Q2 2020.
42 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2021.

Based on HighTower Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.