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Householder Group Estate & Retirement Specialist’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-375
Closed -$8K – 632
2024
Q3 		$8K Hold
375
– – ﹤0.01% 847
2024
Q2 		$8K Hold
375
– – ﹤0.01% 847
2024
Q1 		$8.38K Hold
375
– – ﹤0.01% 852
2023
Q4 		$8K Buy
+375
New +$8.11K ﹤0.01% 806

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IW
IronOak Wealth Cedar Park, Texas $103M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BYLD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2024, closing a stake of 375 shares — an estimated $8K sold.

Householder Group Estate & Retirement Specialist first reported a position in BYLD in Q4 2023 and held it in 4 quarters. The position peaked at $8.38K in Q1 2024. 65 funds tracked by Wall St. Rank hold BYLD as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 375 iShares Yield Optimized Bond ETF shares in Q4 2024, an estimated $8K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Yield Optimized Bond ETF in Q4 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's iShares Yield Optimized Bond ETF position peaked at $8.38K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.