Thrivent Financial for Lutherans’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Thrivent Financial for Lutherans’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
2025 Q1	–	Sell	-17,613	Closed	-$390K	–	2379
2024 Q4	$390K	Buy	+17,613	New	+$396K	﹤0.01%	2338
2021 Q4	–	Hold	0	–	–	–	1082
2021 Q3	–	Hold	0	–	–	–	2339
2021 Q2	–	Hold	0	–	–	–	1120
2021 Q1	–	Hold	0	–	–	–	564
2020 Q4	–	Hold	0	–	–	–	529
2020 Q3	–	Hold	0	–	–	–	444
2020 Q2	–	Hold	0	–	–	–	312
2020 Q1	–	Hold	0	–	–	–	276

Other funds holding BYLD

HNB

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

TPA

Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

LAS

LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

Thrivent Financial for Lutherans's BYLD Position: Q1 2025 in Review

Thrivent Financial for Lutherans sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2025, closing a stake of 17,613 shares — an estimated $390K sold.

Thrivent Financial for Lutherans first reported a position in BYLD in Q4 2024 and held it in 1 quarter. The position peaked at $390K in Q4 2024. 60 funds tracked by Wall St. Rank hold BYLD as of Q1 2025.

Thrivent Financial for Lutherans reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2025 after selling out during the quarter.
Thrivent Financial for Lutherans sold 17,613 iShares Yield Optimized Bond ETF shares in Q1 2025, an estimated $390K.
Thrivent Financial for Lutherans first reported a position in iShares Yield Optimized Bond ETF in Q4 2024 and held it in 1 quarter.
Thrivent Financial for Lutherans's iShares Yield Optimized Bond ETF position peaked at $390K in Q4 2024.
60 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2025.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2025, filed 13 May 2025.