Laurel Wealth Advisors (California)’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Laurel Wealth Advisors (California)’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	-41,029	Closed	-$1.06M	–	455
2020 Q4	$1.06M	Buy	41,029 +4,700	+13%	+$121K	0.16%	150
2020 Q3	$935K	Sell	36,329 -476	-1%	-$12.3K	0.15%	142
2020 Q2	$943K	Sell	36,805 -49	-0.1%	-$1.24K	0.17%	136
2020 Q1	$909K	Buy	36,854 +6,064	+20%	+$154K	0.21%	121
2019 Q4	$790K	Buy	+30,790	New	+$787K	0.13%	180

Other funds holding BYLD

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 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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s BYLD Position: Q1 2021 in Review

Laurel Wealth Advisors (California) sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2021, closing a stake of 41,029 shares — an estimated $1.06M sold.

Laurel Wealth Advisors (California) first reported a position in BYLD in Q4 2019 and held it in 5 quarters. The position peaked at $1.06M in Q4 2020. 46 funds tracked by Wall St. Rank hold BYLD as of Q1 2021.

Laurel Wealth Advisors (California) reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2021 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 41,029 iShares Yield Optimized Bond ETF shares in Q1 2021, an estimated $1.06M.
Laurel Wealth Advisors (California) first reported a position in iShares Yield Optimized Bond ETF in Q4 2019 and held it in 5 quarters.
Laurel Wealth Advisors (California)'s iShares Yield Optimized Bond ETF position peaked at $1.06M in Q4 2020.
46 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2021, filed 14 May 2021.