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Trilogy Capital’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Trilogy Capital’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
Q4 		– Sell
-346,792
Closed -$8.92M – 139
2020
Q3 		$8.92M Buy
+346,792
New +$8.96M 0.85% 36

Other funds holding BYLD

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Trilogy Capital's BYLD Position: Q4 2020 in Review

Trilogy Capital sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2020, closing a stake of 346,792 shares — an estimated $8.92M sold.

Trilogy Capital first reported a position in BYLD in Q3 2020 and held it in 1 quarter. The position peaked at $8.92M in Q3 2020. 49 funds tracked by Wall St. Rank hold BYLD as of Q4 2020.

  • Trilogy Capital reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Trilogy Capital sold 346,792 iShares Yield Optimized Bond ETF shares in Q4 2020, an estimated $8.92M.
  • Trilogy Capital first reported a position in iShares Yield Optimized Bond ETF in Q3 2020 and held it in 1 quarter.
  • Trilogy Capital's iShares Yield Optimized Bond ETF position peaked at $8.92M in Q3 2020.
  • 49 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2020.

Based on Trilogy Capital's 13F filing for Q4 2020, filed 5 Feb 2021.