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PDS Planning’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

PDS Planning’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 		– Sell
-8,500
Closed -$220K – 176
2020
Q4 		$220K Sell
8,500
-360
-4% -$9.29K 0.08% 137
2020
Q3 		$228K Sell
8,860
-382
-4% -$9.88K 0.09% 117
2020
Q2 		$237K Sell
9,242
-5,456
-37% -$138K 0.11% 107
2020
Q1 		$362K Buy
14,698
+8,059
+121% +$205K 0.23% 58
2019
Q4 		$170K Buy
+6,639
New +$170K 0.11% 98

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

PDS Planning's BYLD Position: Q1 2021 in Review

PDS Planning sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2021, closing a stake of 8,500 shares — an estimated $220K sold.

PDS Planning first reported a position in BYLD in Q4 2019 and held it in 5 quarters. The position peaked at $362K in Q1 2020. 46 funds tracked by Wall St. Rank hold BYLD as of Q1 2021.

  • PDS Planning reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2021 after selling out during the quarter.
  • PDS Planning sold 8,500 iShares Yield Optimized Bond ETF shares in Q1 2021, an estimated $220K.
  • PDS Planning first reported a position in iShares Yield Optimized Bond ETF in Q4 2019 and held it in 5 quarters.
  • PDS Planning's iShares Yield Optimized Bond ETF position peaked at $362K in Q1 2020.
  • 46 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2021.

Based on PDS Planning's 13F filing for Q1 2021, filed 20 Apr 2021.