JWM
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Janiczek Wealth Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Janiczek Wealth Management’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
2022
Q1 		– Sell
-207
Closed -$5K – 953
2021
Q4 		$5K Buy
+207
New +$5.17K ﹤0.01% 697

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Janiczek Wealth Management's BYLD Position: Q1 2022 in Review

Janiczek Wealth Management sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2022, closing a stake of 207 shares — an estimated $5K sold.

Janiczek Wealth Management first reported a position in BYLD in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 36 funds tracked by Wall St. Rank hold BYLD as of Q1 2022.

  • Janiczek Wealth Management reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 207 iShares Yield Optimized Bond ETF shares in Q1 2022, an estimated $5K.
  • Janiczek Wealth Management first reported a position in iShares Yield Optimized Bond ETF in Q4 2021 and held it in 1 quarter.
  • Janiczek Wealth Management's iShares Yield Optimized Bond ETF position peaked at $5K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2022.

Based on Janiczek Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.