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New Capital Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

New Capital 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
Q1 		$242K Hold
9,701
– – 0.22% 34
2020
Q4 		$251K Buy
+9,701
New +$250K 0.13% 33

Other funds holding BYLD

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $8.94B AUM 20.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

New Capital Management's BYLD Position: Q1 2021 in Review

New Capital Management held its iShares Yield Optimized Bond ETF (BYLD) position steady in Q1 2021 at 9,701 shares worth $242K. The position accounts for 0.22% of the portfolio, ranked #34.

New Capital Management first reported a position in BYLD in Q4 2020 and has held it in 2 quarters since. The position peaked at $251K in Q4 2020. 46 funds tracked by Wall St. Rank hold BYLD as of Q1 2021.

  • New Capital Management held 9,701 shares of iShares Yield Optimized Bond ETF worth $242K as of Q1 2021.
  • New Capital Management left its iShares Yield Optimized Bond ETF share count unchanged in Q1 2021.
  • iShares Yield Optimized Bond ETF made up 0.22% of New Capital Management's portfolio in Q1 2021, its #34 holding.
  • New Capital Management first reported a position in iShares Yield Optimized Bond ETF in Q4 2020 and has held it in 2 quarters since.
  • New Capital Management's iShares Yield Optimized Bond ETF position peaked at $251K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2021.

Based on New Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.