MWM
BYLD icon

MBE Wealth Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-240
Closed -$5K – 111
2020
Q1 		$5K Buy
+240
New +$6.11K ﹤0.01% 364

Other funds holding BYLD

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MBE Wealth Management's BYLD Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2020, closing a stake of 240 shares — an estimated $5K sold.

MBE Wealth Management first reported a position in BYLD in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 44 funds tracked by Wall St. Rank hold BYLD as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 240 iShares Yield Optimized Bond ETF shares in Q2 2020, an estimated $5K.
  • MBE Wealth Management first reported a position in iShares Yield Optimized Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Yield Optimized Bond ETF position peaked at $5K in Q1 2020.
  • 44 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.