Retirement Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Retirement Group’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 Q1	$44.7K	Buy	2,000 +500	+33%	+$11.1K	0.02%	246
2023 Q4	$33.6K	Hold	1,500	–	–	0.01%	265
2023 Q3	$32.1K	Buy	+1,500	New	+$32.6K	0.01%	257
2021 Q2	–	Sell	-221	Closed	-$6K	–	669
2021 Q1	$6K	Buy	221 +2	+0.9%	+$51	﹤0.01%	528
2020 Q4	$5K	Buy	219 +1	+0.5%	+$26	﹤0.01%	498
2020 Q3	$6K	Buy	218 +2	+0.9%	+$52	﹤0.01%	461
2020 Q2	$6K	Buy	+216	New	+$5.46K	﹤0.01%	431
2019 Q4	$5K	Buy	+213	New	+$5.45K	﹤0.01%	447

Other funds holding BYLD

HNB

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

APWM

Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

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

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

SPC

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

RJA

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

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Retirement Group's BYLD Position: Q1 2024 in Review

Retirement Group increased its iShares Yield Optimized Bond ETF (BYLD) stake by 33% in Q1 2024, buying an estimated $11.1K and bringing the position to 2,000 shares worth $44.7K. The position accounts for 0.02% of the portfolio, ranked #246.

Retirement Group first reported a position in BYLD in Q4 2019 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold BYLD as of Q1 2024.

Retirement Group held 2,000 shares of iShares Yield Optimized Bond ETF worth $44.7K as of Q1 2024.
Retirement Group bought 500 iShares Yield Optimized Bond ETF shares in Q1 2024, an estimated $11.1K.
iShares Yield Optimized Bond ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #246 holding.
Retirement Group first reported a position in iShares Yield Optimized Bond ETF in Q4 2019 and has held it in 8 quarters since.
54 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.