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	-$9.8M	–	44
2024 Q3	$9.8M	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

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IronOak Wealth Cedar Park, Texas $103M AUM

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $9.8M 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 $9.8M.
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.