Prospera Financial Services
BYLD icon

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

Prospera 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
2023
Q4 		– Sell
-17,370
Closed -$371K – 1059
2023
Q3 		$371K Sell
17,370
-133
-0.8% -$2.89K 0.01% 721
2023
Q2 		$384K Sell
17,503
-1,747
-9% -$38.3K 0.01% 696
2023
Q1 		$424K Sell
19,250
-1,011
-5% -$22.2K 0.02% 666
2022
Q4 		$439K Buy
20,261
+1,400
+7% +$30.2K 0.02% 566
2022
Q3 		$402K Sell
18,861
-184
-1% -$4.08K 0.02% 582
2022
Q2 		$420K Hold
19,045
– – 0.02% 567
2022
Q1 		$448K Hold
19,045
– – 0.02% 625
2021
Q4 		$476K Sell
19,045
-3,800
-17% -$95K 0.02% 586
2021
Q3 		$574K Sell
22,845
-400
-2% -$10.1K 0.03% 493
2021
Q2 		$587K Sell
23,245
-1,880
-7% -$47.2K 0.03% 488
2021
Q1 		$626K Buy
25,125
+4,900
+24% +$124K 0.04% 436
2020
Q4 		$523K Buy
20,225
+1,500
+8% +$38.7K 0.04% 413
2020
Q3 		$482K Buy
18,725
+8,600
+85% +$222K 0.18% 103
2020
Q2 		$259K Buy
+10,125
New +$256K 0.02% 482

Other funds holding BYLD

Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Atlas Private Wealth Management
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LWM Advisory Services
LWM Advisory Services Plantation, Florida $56M AUM 19.14% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return

Prospera Financial Services's BYLD Position: Q4 2023 in Review

Prospera Financial Services sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2023, closing a stake of 17,370 shares — an estimated $371K sold.

Prospera Financial Services first reported a position in BYLD in Q2 2020 and held it in 14 quarters. The position peaked at $626K in Q1 2021. 50 funds tracked by Wall St. Rank hold BYLD as of Q4 2023.

  • Prospera Financial Services reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Prospera Financial Services sold 17,370 iShares Yield Optimized Bond ETF shares in Q4 2023, an estimated $371K.
  • Prospera Financial Services first reported a position in iShares Yield Optimized Bond ETF in Q2 2020 and held it in 14 quarters.
  • Prospera Financial Services's iShares Yield Optimized Bond ETF position peaked at $626K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.