Ladenburg Thalmann Financial Services’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$1.34M	Buy	52,406 +6,002	+13%	+$153K	0.01%	1084
2019 Q3	$1.19M	Sell	46,404 -1,569	-3%	-$39.9K	0.01%	1126
2019 Q2	$1.21M	Sell	47,973 -6,173	-11%	-$153K	0.01%	1092
2019 Q1	$1.34M	Sell	54,146 -34,238	-39%	-$829K	0.01%	996
2018 Q4	$2.09M	Sell	88,384 -122,128	-58%	-$2.9M	0.02%	646
2018 Q3	$5.09M	Sell	210,512 -20,953	-9%	-$506K	0.04%	391
2018 Q2	$5.65M	Hold	231,465	–	–	0.05%	329
2018 Q1	$5.65M	Buy	231,465 +172,566	+293%	+$4.24M	0.05%	329
2017 Q4	$1.47M	Buy	58,899 +20,690	+54%	+$518K	0.01%	838
2017 Q3	$962K	Buy	38,209 +33,345	+686%	+$837K	0.01%	1017
2017 Q2	$122K	Buy	4,864 +4,032	+485%	+$101K	﹤0.01%	2392
2017 Q1	$21K	Buy	832 +4	+0.5%	+$99	﹤0.01%	3522
2016 Q4	$20K	Buy	828 +23	+3%	+$571	﹤0.01%	3471
2016 Q3	$20K	Buy	805 +407	+102%	+$10.3K	﹤0.01%	3396
2016 Q2	$10K	Buy	398 +2	+0.5%	+$50	﹤0.01%	3759
2016 Q1	$10K	Hold	396	–	–	﹤0.01%	3691
2015 Q4	$10K	Hold	396	–	–	﹤0.01%	3662
2015 Q3	$10K	Hold	396	–	–	﹤0.01%	3525
2015 Q2	$10K	Hold	396	–	–	﹤0.01%	3673
2015 Q1	$10K	Buy	+396	New	+$10K	﹤0.01%	3631

Other funds holding BYLD

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

HNB

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

AMG

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

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BYLD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares Yield Optimized Bond ETF (BYLD) stake by 13% in Q4 2019, buying an estimated $153K and bringing the position to 52,406 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #1084.

Ladenburg Thalmann Financial Services first reported a position in BYLD in Q1 2015 and has held it in 20 quarters since. The position peaked at $5.65M in Q2 2018. 44 funds tracked by Wall St. Rank hold BYLD as of Q4 2019.

Ladenburg Thalmann Financial Services held 52,406 shares of iShares Yield Optimized Bond ETF worth $1.34M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 6,002 iShares Yield Optimized Bond ETF shares in Q4 2019, an estimated $153K.
iShares Yield Optimized Bond ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1084 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Yield Optimized Bond ETF in Q1 2015 and has held it in 20 quarters since.
Ladenburg Thalmann Financial Services's iShares Yield Optimized Bond ETF position peaked at $5.65M in Q2 2018.
44 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.