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

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return