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Patriot Financial Group Insurance Agency’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-200
Closed -$4K – 617
2022
Q2 		$4K Hold
200
– – ﹤0.01% 1530
2022
Q1 		$5K Hold
200
– – ﹤0.01% 1587
2021
Q4 		$5K Hold
200
– – ﹤0.01% 1691
2021
Q3 		$5K Hold
200
– – ﹤0.01% 1680
2021
Q2 		$5K Hold
200
– – ﹤0.01% 1637
2021
Q1 		$5K Hold
200
– – ﹤0.01% 1536
2020
Q4 		$5K Hold
200
– – ﹤0.01% 1413
2020
Q3 		$5K Hold
200
– – ﹤0.01% 1212
2020
Q2 		$5K Hold
200
– – ﹤0.01% 1160
2020
Q1 		$5K Buy
+200
New +$5.09K ﹤0.01% 1049

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BYLD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2022, closing a stake of 200 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in BYLD in Q1 2020 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 33 funds tracked by Wall St. Rank hold BYLD as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 iShares Yield Optimized Bond ETF shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Yield Optimized Bond ETF in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's iShares Yield Optimized Bond ETF position peaked at $5K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.