MOS
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MGO One Seven’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

MGO One Seven’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
Q4 		– Sell
-10,113
Closed -$232K – 1074
2024
Q3 		$232K Buy
+10,113
New +$228K 0.01% 886

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IW
IronOak Wealth Cedar Park, Texas $103M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $689M AUM 21.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGO One Seven's BYLD Position: Q4 2024 in Review

MGO One Seven sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2024, closing a stake of 10,113 shares — an estimated $232K sold.

MGO One Seven first reported a position in BYLD in Q3 2024 and held it in 1 quarter. The position peaked at $232K in Q3 2024. 65 funds tracked by Wall St. Rank hold BYLD as of Q4 2024.

  • MGO One Seven reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MGO One Seven sold 10,113 iShares Yield Optimized Bond ETF shares in Q4 2024, an estimated $232K.
  • MGO One Seven first reported a position in iShares Yield Optimized Bond ETF in Q3 2024 and held it in 1 quarter.
  • MGO One Seven's iShares Yield Optimized Bond ETF position peaked at $232K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2024.

Based on MGO One Seven's 13F filing for Q4 2024, filed 14 Feb 2025.