Next Financial Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Next Financial Group’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 Q4	$195K	Sell	7,804 -134	-2%	-$3.35K	0.01%	906
2021 Q3	$199K	Sell	7,938 -197	-2%	-$4.99K	0.02%	834
2021 Q2	$206K	Buy	8,135 +187	+2%	+$4.7K	0.02%	819
2021 Q1	$198K	Sell	7,948 -1,634	-17%	-$41.4K	0.02%	784
2020 Q4	$248K	Buy	9,582 +547	+6%	+$14.1K	0.02%	637
2020 Q3	$232K	Buy	9,035 +1,173	+15%	+$30.3K	0.03%	571
2020 Q2	$201K	Sell	7,862 -819	-9%	-$20.7K	0.02%	545
2020 Q1	$214K	Sell	8,681 -290	-3%	-$7.38K	0.03%	511
2019 Q4	$230K	Buy	8,971 +634	+8%	+$16.2K	0.02%	646
2019 Q3	$213K	Buy	8,337 +1,831	+28%	+$46.6K	0.02%	646
2019 Q2	$165K	Buy	+6,506	New	+$161K	0.02%	742
2019 Q1	–	Sell	-4,707	Closed	-$111K	–	1677
2018 Q4	$111K	Buy	+4,707	New	+$112K	0.02%	563

Other funds holding BYLD

HNB

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

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RJFSA

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

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

VFPW

Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

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

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

AMG

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Next Financial Group's BYLD Position: Q4 2021 in Review

Next Financial Group reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 1.7% in Q4 2021, selling an estimated $3.35K and leaving 7,804 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #906.

Next Financial Group first reported a position in BYLD in Q4 2018 and has held it in 12 quarters since. The position peaked at $248K in Q4 2020. 42 funds tracked by Wall St. Rank hold BYLD as of Q4 2021.

Next Financial Group held 7,804 shares of iShares Yield Optimized Bond ETF worth $195K as of Q4 2021.
Next Financial Group sold 134 iShares Yield Optimized Bond ETF shares in Q4 2021, an estimated $3.35K.
iShares Yield Optimized Bond ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #906 holding.
Next Financial Group first reported a position in iShares Yield Optimized Bond ETF in Q4 2018 and has held it in 12 quarters since.
Next Financial Group's iShares Yield Optimized Bond ETF position peaked at $248K in Q4 2020.
42 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.