Strategic Blueprint’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Strategic Blueprint’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
2020 Q3	–	Sell	-120,269	Closed	-$3.08M	–	210
2020 Q2	$3.08M	Sell	120,269 -35,592	-23%	-$899K	1.09%	26
2020 Q1	$3.84M	Buy	155,861 +22,256	+17%	+$566K	2.24%	12
2019 Q4	$3.43M	Buy	133,605 +9,140	+7%	+$234K	2.36%	10
2019 Q3	$3.19M	Buy	124,465 +38,876	+45%	+$989K	2.4%	13
2019 Q2	$2.17M	Buy	85,589 +41,445	+94%	+$1.03M	1.85%	19
2019 Q1	$1.09M	Buy	44,144 +26,705	+153%	+$647K	0.99%	37
2018 Q4	$412K	Buy	+17,439	New	+$414K	0.6%	35

Other funds holding BYLD

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

HNB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

AMG

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

Strategic Blueprint's BYLD Position: Q3 2020 in Review

Strategic Blueprint sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2020, closing a stake of 120,269 shares — an estimated $3.08M sold.

Strategic Blueprint first reported a position in BYLD in Q4 2018 and held it in 7 quarters. The position peaked at $3.84M in Q1 2020. 47 funds tracked by Wall St. Rank hold BYLD as of Q3 2020.

Strategic Blueprint reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2020 after selling out during the quarter.
Strategic Blueprint sold 120,269 iShares Yield Optimized Bond ETF shares in Q3 2020, an estimated $3.08M.
Strategic Blueprint first reported a position in iShares Yield Optimized Bond ETF in Q4 2018 and held it in 7 quarters.
Strategic Blueprint's iShares Yield Optimized Bond ETF position peaked at $3.84M in Q1 2020.
47 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2020.

Based on Strategic Blueprint's 13F filing for Q3 2020, filed 27 Oct 2020.