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

KerberRose 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 Q2	$1.05M	Buy	+47,752	New	+$1.08M	0.86%	28

Other funds holding BYLD

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

DWM

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.21T AUM 78.12% 1-Year Est. Return

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

AMG

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

VFPW

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

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

KerberRose Wealth Management's BYLD Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q2 2022: 47,752 shares worth $1.05M. The stake represents 0.86% of the portfolio and ranks #28 among its holdings.

34 funds tracked by Wall St. Rank hold BYLD as of Q2 2022.

KerberRose Wealth Management held 47,752 shares of iShares Yield Optimized Bond ETF worth $1.05M as of Q2 2022.
iShares Yield Optimized Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares Yield Optimized Bond ETF made up 0.86% of KerberRose Wealth Management's portfolio in Q2 2022, its #28 holding.
34 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.