SPC
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Sigma Planning Corp’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-219,152
Closed -$4.91M – 1261
2025
Q1 		$4.91M Buy
219,152
+2,313
+1% +$51.7K 0.16% 128
2024
Q4 		$4.81M Buy
216,839
+2,419
+1% +$54.4K 0.15% 133
2024
Q3 		$4.91M Sell
214,420
-6,422
-3% -$145K 0.15% 128
2024
Q2 		$4.9M Sell
220,842
-42
-0% -$928 0.16% 126
2024
Q1 		$4.94M Buy
+220,884
New +$4.92M 0.16% 124

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return