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Insight Wealth Strategies’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-7,902
Closed -$204K – 221
2020
Q4 		$204K Sell
7,902
-1,017
-11% -$26.2K 0.03% 218
2020
Q3 		$229K Buy
8,919
+74
+0.8% +$1.91K 0.04% 181
2020
Q2 		$227K Buy
+8,845
New +$223K 0.05% 156

Other funds holding BYLD

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Insight Wealth Strategies's BYLD Position: Q1 2021 in Review

Insight Wealth Strategies sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2021, closing a stake of 7,902 shares — an estimated $204K sold.

Insight Wealth Strategies first reported a position in BYLD in Q2 2020 and held it in 3 quarters. The position peaked at $229K in Q3 2020. 46 funds tracked by Wall St. Rank hold BYLD as of Q1 2021.

  • Insight Wealth Strategies reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 7,902 iShares Yield Optimized Bond ETF shares in Q1 2021, an estimated $204K.
  • Insight Wealth Strategies first reported a position in iShares Yield Optimized Bond ETF in Q2 2020 and held it in 3 quarters.
  • Insight Wealth Strategies's iShares Yield Optimized Bond ETF position peaked at $229K in Q3 2020.
  • 46 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2021.

Based on Insight Wealth Strategies's 13F filing for Q1 2021, filed 12 May 2021.