Wagner Wealth Management (South Carolina)’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q3	–	Sell	-100	Closed	-$2.22K	–	688
2022 Q2	$2K	Sell	100 -100	-50%	-$2.25K	﹤0.01%	608
2022 Q1	$4K	Buy	200 +100	+100%	+$2.41K	﹤0.01%	192
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	624
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	575
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	611
2021 Q1	$2K	Buy	+100	New	+$2.54K	﹤0.01%	596

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 $365M AUM 22.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AMG

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

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

VFPW

Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

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

RJFSA

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

TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BYLD Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2022, closing a stake of 100 shares — an estimated $2.22K sold.

Wagner Wealth Management (South Carolina) first reported a position in BYLD in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 33 funds tracked by Wall St. Rank hold BYLD as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 100 iShares Yield Optimized Bond ETF shares in Q3 2022, an estimated $2.22K.
Wagner Wealth Management (South Carolina) first reported a position in iShares Yield Optimized Bond ETF in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s iShares Yield Optimized Bond ETF position peaked at $4K in Q1 2022.
33 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.