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Richard W. Paul & Associates’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Richard W. Paul & Associates’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
2025
Q1 		– Sell
-48,133
Closed -$1.07M – 362
2024
Q4 		$1.07M Sell
48,133
-196
-0.4% -$4.41K 0.39% 69
2024
Q3 		$1.11M Buy
48,329
+858
+2% +$19.3K 0.4% 63
2024
Q2 		$1.05M Buy
47,471
+5,512
+13% +$122K 0.41% 61
2024
Q1 		$938K Buy
41,959
+4,337
+12% +$96.6K 0.37% 70
2023
Q4 		$844K Buy
37,622
+398
+1% +$8.61K 0.35% 73
2023
Q3 		$796K Buy
37,224
+6,083
+20% +$132K 0.36% 75
2023
Q2 		$683K Buy
31,141
+401
+1% +$8.79K 0.3% 94
2023
Q1 		$678K Buy
30,740
+848
+3% +$18.6K 0.31% 91
2022
Q4 		$648K Buy
+29,892
New +$645K 0.33% 83

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 $376B 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
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return