TCWP’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

TCWP’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 Q2	–	Sell	-44,312	Closed	-$977K	–	185
2023 Q1	$977K	Buy	44,312 +5,089	+13%	+$112K	0.19%	103
2022 Q4	$850K	Buy	39,223 +982	+3%	+$21.2K	0.17%	109
2022 Q3	$814K	Buy	38,241 +2,810	+8%	+$62.3K	0.17%	110
2022 Q2	$781K	Buy	35,431 +4,729	+15%	+$107K	0.17%	106
2022 Q1	$722K	Buy	30,702 +2,349	+8%	+$56.6K	0.13%	119
2021 Q4	$708K	Buy	+28,353	New	+$709K	0.14%	119

Other funds holding BYLD

HNB

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

DWM

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

AMG

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

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

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

RJFSA

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

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return

TCWP's BYLD Position: Q2 2023 in Review

TCWP sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2023, closing a stake of 44,312 shares — an estimated $977K sold.

TCWP first reported a position in BYLD in Q4 2021 and held it in 6 quarters. The position peaked at $977K in Q1 2023. 30 funds tracked by Wall St. Rank hold BYLD as of Q2 2023.

TCWP reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2023 after selling out during the quarter.
TCWP sold 44,312 iShares Yield Optimized Bond ETF shares in Q2 2023, an estimated $977K.
TCWP first reported a position in iShares Yield Optimized Bond ETF in Q4 2021 and held it in 6 quarters.
TCWP's iShares Yield Optimized Bond ETF position peaked at $977K in Q1 2023.
30 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.