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 $20.6B AUM 34.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LAS

LWM Advisory Services Plantation, Florida $56M AUM 19.14% 1-Year Est. Return

Richard W. Paul & Associates's BYLD Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2025, closing a stake of 48,133 shares — an estimated $1.07M sold.

Richard W. Paul & Associates first reported a position in BYLD in Q4 2022 and held it in 9 quarters. The position peaked at $1.11M in Q3 2024. 60 funds tracked by Wall St. Rank hold BYLD as of Q1 2025.

Richard W. Paul & Associates reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 48,133 iShares Yield Optimized Bond ETF shares in Q1 2025, an estimated $1.07M.
Richard W. Paul & Associates first reported a position in iShares Yield Optimized Bond ETF in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's iShares Yield Optimized Bond ETF position peaked at $1.11M in Q3 2024.
60 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.