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MSI Financial Services’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

MSI Financial Services’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
2016
Q4 		$94K Buy
3,825
+10
+0.3% +$248 ﹤0.01% 1485
2016
Q3 		$97K Buy
3,815
+810
+27% +$20.4K ﹤0.01% 1429
2016
Q2 		$76K Buy
3,005
+2,205
+276% +$54.8K ﹤0.01% 1563
2016
Q1 		$20K Hold
800
– – ﹤0.01% 2292
2015
Q4 		$19K Buy
+800
New +$19.6K ﹤0.01% 2333

Other funds holding BYLD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MSI Financial Services's BYLD Position: Q4 2016 in Review

MSI Financial Services increased its iShares Yield Optimized Bond ETF (BYLD) stake by 0.26% in Q4 2016, buying an estimated $248 and bringing the position to 3,825 shares worth $94K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

MSI Financial Services first reported a position in BYLD in Q4 2015 and has held it in 5 quarters since. The position peaked at $97K in Q3 2016. 10 funds tracked by Wall St. Rank hold BYLD as of Q4 2016.

  • MSI Financial Services held 3,825 shares of iShares Yield Optimized Bond ETF worth $94K as of Q4 2016.
  • MSI Financial Services bought 10 iShares Yield Optimized Bond ETF shares in Q4 2016, an estimated $248.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1485 holding.
  • MSI Financial Services first reported a position in iShares Yield Optimized Bond ETF in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's iShares Yield Optimized Bond ETF position peaked at $97K in Q3 2016.
  • 10 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.