Stifel Financial
BYLD icon

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

Stifel Financial’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
2021
Q4 		– Sell
-112,878
Closed -$2.83M – 3379
2021
Q3 		$2.83M Sell
112,878
-1,998
-2% -$50.6K ﹤0.01% 1349
2021
Q2 		$2.9M Buy
114,876
+1,168
+1% +$29.3K ﹤0.01% 1355
2021
Q1 		$2.83M Buy
+113,708
New +$2.88M ﹤0.01% 1294

Other funds holding BYLD

Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vantage Financial Partners (Wisconsin)
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Stifel Financial's BYLD Position: Q4 2021 in Review

Stifel Financial sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2021, closing a stake of 112,878 shares — an estimated $2.83M sold.

Stifel Financial first reported a position in BYLD in Q1 2021 and held it in 3 quarters. The position peaked at $2.9M in Q2 2021. 42 funds tracked by Wall St. Rank hold BYLD as of Q4 2021.

  • Stifel Financial reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Stifel Financial sold 112,878 iShares Yield Optimized Bond ETF shares in Q4 2021, an estimated $2.83M.
  • Stifel Financial first reported a position in iShares Yield Optimized Bond ETF in Q1 2021 and held it in 3 quarters.
  • Stifel Financial's iShares Yield Optimized Bond ETF position peaked at $2.9M in Q2 2021.
  • 42 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2021.

Based on Stifel Financial's 13F filing for Q4 2021, filed 14 Feb 2022.