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Systelligence LLC’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Systelligence LLC’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
Q4 		– Sell
-425,800
Closed -$9.76M – 44
2024
Q3 		$9.76M Buy
425,800
+66,623
+19% +$1.5M 2.42% 22
2024
Q2 		$7.97M Sell
359,177
-2,302
-0.6% -$50.9K 2.12% 24
2024
Q1 		$8.08M Buy
361,479
+755
+0.2% +$16.8K 2.11% 25
2023
Q4 		$8.09M Buy
360,724
+102,456
+40% +$2.22M 2.21% 24
2023
Q3 		$5.52M Buy
+258,268
New +$5.61M 1.55% 26
2020
Q2 		– Sell
-38,082
Closed -$939K – 55
2020
Q1 		$939K Sell
38,082
-770,462
-95% -$19.6M 0.44% 42
2019
Q4 		$20.8M Buy
+808,544
New +$20.7M 7.6% 1

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 $377B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IW
IronOak Wealth Cedar Park, Texas $103M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $689M AUM 21.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Systelligence LLC's BYLD Position: Q4 2024 in Review

Systelligence LLC sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2024, closing a stake of 425,800 shares — an estimated $9.76M sold.

Systelligence LLC first reported a position in BYLD in Q4 2019 and held it in 7 quarters. The position peaked at $20.8M in Q4 2019. 65 funds tracked by Wall St. Rank hold BYLD as of Q4 2024.

  • Systelligence LLC reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Systelligence LLC sold 425,800 iShares Yield Optimized Bond ETF shares in Q4 2024, an estimated $9.76M.
  • Systelligence LLC first reported a position in iShares Yield Optimized Bond ETF in Q4 2019 and held it in 7 quarters.
  • Systelligence LLC's iShares Yield Optimized Bond ETF position peaked at $20.8M in Q4 2019.
  • 65 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2024.

Based on Systelligence LLC's 13F filing for Q4 2024, filed 31 Jan 2025.