LexAurum Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

LexAurum Advisors’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	–	Sell	-9,604	Closed	-$226K	–	250
2022 Q1	$226K	Buy	+9,604	New	+$231K	0.07%	234

Other funds holding BYLD

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

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

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

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

KerberRose Wealth Management Shawano, Wisconsin $123M AUM

LexAurum Advisors's BYLD Position: Q2 2022 in Review

LexAurum Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2022, closing a stake of 9,604 shares — an estimated $226K sold.

LexAurum Advisors first reported a position in BYLD in Q1 2022 and held it in 1 quarter. The position peaked at $226K in Q1 2022. 34 funds tracked by Wall St. Rank hold BYLD as of Q2 2022.

LexAurum Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2022 after selling out during the quarter.
LexAurum Advisors sold 9,604 iShares Yield Optimized Bond ETF shares in Q2 2022, an estimated $226K.
LexAurum Advisors first reported a position in iShares Yield Optimized Bond ETF in Q1 2022 and held it in 1 quarter.
LexAurum Advisors's iShares Yield Optimized Bond ETF position peaked at $226K in Q1 2022.
34 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2022.

Based on LexAurum Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.