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Matrix Private Capital Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Matrix Private Capital Group’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
2023
Q4 		– Sell
-157
Closed -$3.36K – 144
2023
Q3 		$3.36K Buy
+157
New +$3.41K ﹤0.01% 163

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Matrix Private Capital Group's BYLD Position: Q4 2023 in Review

Matrix Private Capital Group sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2023, closing a stake of 157 shares — an estimated $3.36K sold.

Matrix Private Capital Group first reported a position in BYLD in Q3 2023 and held it in 1 quarter. The position peaked at $3.36K in Q3 2023. 50 funds tracked by Wall St. Rank hold BYLD as of Q4 2023.

  • Matrix Private Capital Group reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Matrix Private Capital Group sold 157 iShares Yield Optimized Bond ETF shares in Q4 2023, an estimated $3.36K.
  • Matrix Private Capital Group first reported a position in iShares Yield Optimized Bond ETF in Q3 2023 and held it in 1 quarter.
  • Matrix Private Capital Group's iShares Yield Optimized Bond ETF position peaked at $3.36K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2023.

Based on Matrix Private Capital Group's 13F filing for Q4 2023, filed 14 Feb 2024.