Money Concepts Capital’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-990	Closed	-$21.5K	–	816
2022 Q4	$21.5K	Buy	+990	New	+$21.4K	﹤0.01%	1639
2022 Q2	–	Sell	-1,065	Closed	-$25K	–	1605
2022 Q1	$25K	Buy	+1,065	New	+$25.7K	﹤0.01%	1513

Other funds holding BYLD

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Money Concepts Capital's BYLD Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2023, closing a stake of 990 shares — an estimated $21.5K sold.

Money Concepts Capital first reported a position in BYLD in Q1 2022 and held it in 2 quarters. The position peaked at $25K in Q1 2022. 33 funds tracked by Wall St. Rank hold BYLD as of Q1 2023.

Money Concepts Capital reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 990 iShares Yield Optimized Bond ETF shares in Q1 2023, an estimated $21.5K.
Money Concepts Capital first reported a position in iShares Yield Optimized Bond ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's iShares Yield Optimized Bond ETF position peaked at $25K in Q1 2022.
33 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.