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Mid Atlantic Financial Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$625K Sell
24,877
-4,452
-15% -$113K 0.04% 390
2021
Q2 		$741K Buy
+29,329
New +$737K 0.05% 342

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
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mid Atlantic Financial Management's BYLD Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 15% in Q3 2021, selling an estimated $113K and leaving 24,877 shares worth $625K. The position accounts for 0.04% of the portfolio, ranked #390.

Mid Atlantic Financial Management first reported a position in BYLD in Q2 2021 and has held it in 2 quarters since. The position peaked at $741K in Q2 2021. 40 funds tracked by Wall St. Rank hold BYLD as of Q3 2021.

  • Mid Atlantic Financial Management held 24,877 shares of iShares Yield Optimized Bond ETF worth $625K as of Q3 2021.
  • Mid Atlantic Financial Management sold 4,452 iShares Yield Optimized Bond ETF shares in Q3 2021, an estimated $113K.
  • iShares Yield Optimized Bond ETF made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #390 holding.
  • Mid Atlantic Financial Management first reported a position in iShares Yield Optimized Bond ETF in Q2 2021 and has held it in 2 quarters since.
  • Mid Atlantic Financial Management's iShares Yield Optimized Bond ETF position peaked at $741K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.