Raymond James Financial Services Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$6.94M	Sell	302,796 -248	-0.1%	-$5.59K	0.01%	1057
2024 Q2	$6.72M	Buy	303,044 +40,109	+15%	+$887K	0.01%	1015
2024 Q1	$5.88M	Buy	262,935 +73,110	+39%	+$1.63M	0.01%	1054
2023 Q4	$4.26M	Buy	189,825 +142,855	+304%	+$3.09M	0.01%	1172
2023 Q3	$1M	Buy	46,970 +6,237	+15%	+$136K	﹤0.01%	1902
2023 Q2	$894K	Sell	40,733 -1,622	-4%	-$35.6K	﹤0.01%	1990
2023 Q1	$934K	Sell	42,355 -5,273	-11%	-$116K	﹤0.01%	1940
2022 Q4	$1.03M	Buy	47,628 +3,440	+8%	+$74.2K	﹤0.01%	1823
2022 Q3	$941K	Sell	44,188 -28,521	-39%	-$632K	﹤0.01%	1841
2022 Q2	$1.6M	Sell	72,709 -38,744	-35%	-$873K	﹤0.01%	1573
2022 Q1	$2.62M	Sell	111,453 -12,201	-10%	-$294K	﹤0.01%	1338
2021 Q4	$3.09M	Sell	123,654 -17,192	-12%	-$430K	0.01%	1269
2021 Q3	$3.54M	Sell	140,846 -20,909	-13%	-$530K	0.01%	1155
2021 Q2	$4.09M	Sell	161,755 -30,850	-16%	-$775K	0.01%	1076
2021 Q1	$4.8M	Buy	192,605 +19,903	+12%	+$505K	0.01%	923
2020 Q4	$4.46M	Buy	172,702 +11,345	+7%	+$293K	0.01%	879
2020 Q3	$4.15M	Buy	161,357 +48,043	+42%	+$1.24M	0.01%	833
2020 Q2	$2.9M	Buy	113,314 +40,778	+56%	+$1.03M	0.01%	946
2020 Q1	$1.79M	Buy	72,536 +16,731	+30%	+$426K	0.01%	937
2019 Q4	$1.43M	Buy	55,805 +15,371	+38%	+$393K	﹤0.01%	1343
2019 Q3	$1.03M	Sell	40,434 -3,078	-7%	-$78.3K	﹤0.01%	1456
2019 Q2	$1.1M	Buy	43,512 +18,023	+71%	+$447K	﹤0.01%	1443
2019 Q1	$630K	Buy	25,489 +3,458	+16%	+$83.8K	﹤0.01%	1734
2018 Q4	$520K	Sell	22,031 -1,295	-6%	-$30.7K	﹤0.01%	1645
2018 Q3	$564K	Buy	23,326 +2,857	+14%	+$69K	﹤0.01%	1821
2018 Q2	$494K	Buy	20,469 +7,576	+59%	+$183K	﹤0.01%	1869
2018 Q1	$315K	Buy	+12,893	New	+$317K	﹤0.01%	1999

Other funds holding BYLD

HNB

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial Services Advisors's BYLD Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 0.08% in Q3 2024, selling an estimated $5.59K and leaving 302,796 shares worth $6.94M. The position accounts for 0.01% of the portfolio, ranked #1057.

Raymond James Financial Services Advisors first reported a position in BYLD in Q1 2018 and has held it in 27 quarters since. 55 funds tracked by Wall St. Rank hold BYLD as of Q3 2024.

Raymond James Financial Services Advisors held 302,796 shares of iShares Yield Optimized Bond ETF worth $6.94M as of Q3 2024.
Raymond James Financial Services Advisors sold 248 iShares Yield Optimized Bond ETF shares in Q3 2024, an estimated $5.59K.
iShares Yield Optimized Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1057 holding.
Raymond James Financial Services Advisors first reported a position in iShares Yield Optimized Bond ETF in Q1 2018 and has held it in 27 quarters since.
55 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.