Silver Oak Securities
BYLD icon

Silver Oak Securities’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Silver Oak Securities’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
Q3 		– Sell
-26,059
Closed -$578K – 548
2024
Q2 		$578K Buy
+26,059
New +$576K 0.09% 200

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KPP Advisory Services
KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Trivium Point Advisory
Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return

Silver Oak Securities's BYLD Position: Q3 2024 in Review

Silver Oak Securities sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2024, closing a stake of 26,059 shares — an estimated $578K sold.

Silver Oak Securities first reported a position in BYLD in Q2 2024 and held it in 1 quarter. The position peaked at $578K in Q2 2024. 55 funds tracked by Wall St. Rank hold BYLD as of Q3 2024.

  • Silver Oak Securities reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Silver Oak Securities sold 26,059 iShares Yield Optimized Bond ETF shares in Q3 2024, an estimated $578K.
  • Silver Oak Securities first reported a position in iShares Yield Optimized Bond ETF in Q2 2024 and held it in 1 quarter.
  • Silver Oak Securities's iShares Yield Optimized Bond ETF position peaked at $578K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2024.

Based on Silver Oak Securities's 13F filing for Q3 2024, filed 23 Oct 2024.