Stephens Inc’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Stephens Inc’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 Q3	–	Sell	-30,095	Closed	-$660K	–	1222
2023 Q2	$660K	Hold	30,095	–	–	0.01%	655
2023 Q1	$663K	Hold	30,095	–	–	0.01%	634
2022 Q4	$652K	Hold	30,095	–	–	0.01%	614
2022 Q3	$641K	Hold	30,095	–	–	0.01%	621
2022 Q2	$664K	Hold	30,095	–	–	0.01%	632
2022 Q1	$708K	Hold	30,095	–	–	0.01%	687
2021 Q4	$752K	Hold	30,095	–	–	0.01%	723
2021 Q3	$756K	Hold	30,095	–	–	0.01%	737
2021 Q2	$760K	Hold	30,095	–	–	0.01%	739
2021 Q1	$750K	Hold	30,095	–	–	0.01%	714
2020 Q4	$778K	Hold	30,095	–	–	0.01%	660
2020 Q3	$774K	Hold	30,095	–	–	0.02%	612
2020 Q2	$771K	Hold	30,095	–	–	0.02%	593
2020 Q1	$742K	Hold	30,095	–	–	0.02%	550
2019 Q4	$772K	Hold	30,095	–	–	0.02%	615
2019 Q3	$770K	Hold	30,095	–	–	0.02%	628
2019 Q2	$761K	Hold	30,095	–	–	0.02%	640
2019 Q1	$744K	Hold	30,095	–	–	0.02%	640
2018 Q4	$711K	Hold	30,095	–	–	0.02%	604
2018 Q3	$727K	Buy	+30,095	New	+$727K	0.02%	677

Other funds holding BYLD

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

LAS

LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stephens Inc's BYLD Position: Q3 2023 in Review

Stephens Inc sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2023, closing a stake of 30,095 shares — an estimated $660K sold.

Stephens Inc first reported a position in BYLD in Q3 2018 and held it in 20 quarters. The position peaked at $778K in Q4 2020. 36 funds tracked by Wall St. Rank hold BYLD as of Q3 2023.

Stephens Inc reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2023 after selling out during the quarter.
Stephens Inc sold 30,095 iShares Yield Optimized Bond ETF shares in Q3 2023, an estimated $660K.
Stephens Inc first reported a position in iShares Yield Optimized Bond ETF in Q3 2018 and held it in 20 quarters.
Stephens Inc's iShares Yield Optimized Bond ETF position peaked at $778K in Q4 2020.
36 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2023.

Based on Stephens Inc's 13F filing for Q3 2023, filed 14 Nov 2023.