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Wealthcare Advisory Partners’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-198
Closed -$5K – 452
2020
Q1 		$5K Buy
+198
New +$5.04K ﹤0.01% 1090

Other funds holding BYLD

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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealthcare Advisory Partners's BYLD Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2020, closing a stake of 198 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in BYLD in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 44 funds tracked by Wall St. Rank hold BYLD as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 198 iShares Yield Optimized Bond ETF shares in Q2 2020, an estimated $5K.
  • Wealthcare Advisory Partners first reported a position in iShares Yield Optimized Bond ETF in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's iShares Yield Optimized Bond ETF position peaked at $5K in Q1 2020.
  • 44 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.