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Redhawk Wealth Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Redhawk Wealth 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
Q4 		– Sell
-22,023
Closed -$505K – 302
2024
Q3 		$505K Sell
22,023
-479,624
-96% -$10.8M 0.07% 196
2024
Q2 		$11.1M Buy
+501,647
New +$11.1M 1.7% 11

Other funds holding BYLD

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IW
IronOak Wealth Cedar Park, Texas $103M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $689M AUM 21.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Redhawk Wealth Advisors's BYLD Position: Q4 2024 in Review

Redhawk Wealth Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2024, closing a stake of 22,023 shares — an estimated $505K sold.

Redhawk Wealth Advisors first reported a position in BYLD in Q2 2024 and held it in 2 quarters. The position peaked at $11.1M in Q2 2024. 65 funds tracked by Wall St. Rank hold BYLD as of Q4 2024.

  • Redhawk Wealth Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 22,023 iShares Yield Optimized Bond ETF shares in Q4 2024, an estimated $505K.
  • Redhawk Wealth Advisors first reported a position in iShares Yield Optimized Bond ETF in Q2 2024 and held it in 2 quarters.
  • Redhawk Wealth Advisors's iShares Yield Optimized Bond ETF position peaked at $11.1M in Q2 2024.
  • 65 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2024.

Based on Redhawk Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.