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

Sage Financial 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
2023
Q4 		– Sell
-11,615
Closed -$248K – 104
2023
Q3 		$248K Hold
11,615
– – 0.03% 90
2023
Q2 		$255K Sell
11,615
-10,800
-48% -$237K 0.03% 89
2023
Q1 		$494K Sell
22,415
-4,000
-15% -$87.7K 0.06% 63
2022
Q4 		$573K Buy
+26,415
New +$570K 0.07% 56

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Sage Financial Group's BYLD Position: Q4 2023 in Review

Sage Financial Group sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2023, closing a stake of 11,615 shares — an estimated $248K sold.

Sage Financial Group first reported a position in BYLD in Q4 2022 and held it in 4 quarters. The position peaked at $573K in Q4 2022. 50 funds tracked by Wall St. Rank hold BYLD as of Q4 2023.

  • Sage Financial Group reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sage Financial Group sold 11,615 iShares Yield Optimized Bond ETF shares in Q4 2023, an estimated $248K.
  • Sage Financial Group first reported a position in iShares Yield Optimized Bond ETF in Q4 2022 and held it in 4 quarters.
  • Sage Financial Group's iShares Yield Optimized Bond ETF position peaked at $573K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2023.

Based on Sage Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.