Hoey Investments’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Hoey Investments’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 Q3	–	Sell	-281	Closed	-$7K	–	235
2021 Q2	$7K	Hold	281	–	–	﹤0.01%	183
2021 Q1	$7K	Hold	281	–	–	﹤0.01%	184
2020 Q4	$7K	Hold	281	–	–	﹤0.01%	153
2020 Q3	$7K	Hold	281	–	–	﹤0.01%	115
2020 Q2	$7K	Hold	281	–	–	﹤0.01%	119
2020 Q1	$7K	Hold	281	–	–	﹤0.01%	103
2019 Q4	$7K	Buy	+281	New	+$7.18K	0.01%	144

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

DWM

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AMG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Hoey Investments's BYLD Position: Q3 2021 in Review

Hoey Investments sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2021, closing a stake of 281 shares — an estimated $7K sold.

Hoey Investments first reported a position in BYLD in Q4 2019 and held it in 7 quarters. The position peaked at $7K in Q2 2021. 40 funds tracked by Wall St. Rank hold BYLD as of Q3 2021.

Hoey Investments reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2021 after selling out during the quarter.
Hoey Investments sold 281 iShares Yield Optimized Bond ETF shares in Q3 2021, an estimated $7K.
Hoey Investments first reported a position in iShares Yield Optimized Bond ETF in Q4 2019 and held it in 7 quarters.
Hoey Investments's iShares Yield Optimized Bond ETF position peaked at $7K in Q2 2021.
40 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2021.

Based on Hoey Investments's 13F filing for Q3 2021, filed 12 Nov 2021.