Loomis, Sayles & Company
BYLD icon

Loomis, Sayles & Company’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Loomis, Sayles & Company’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
2024
Q1 		– Sell
-840
Closed -$19K – 731
2023
Q4 		$19K Buy
+840
New +$18.2K ﹤0.01% 687

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company's BYLD Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2024, closing a stake of 840 shares — an estimated $19K sold.

Loomis, Sayles & Company first reported a position in BYLD in Q4 2023 and held it in 1 quarter. The position peaked at $19K in Q4 2023. 54 funds tracked by Wall St. Rank hold BYLD as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 840 iShares Yield Optimized Bond ETF shares in Q1 2024, an estimated $19K.
  • Loomis, Sayles & Company first reported a position in iShares Yield Optimized Bond ETF in Q4 2023 and held it in 1 quarter.
  • Loomis, Sayles & Company's iShares Yield Optimized Bond ETF position peaked at $19K in Q4 2023.
  • 54 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.