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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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AI
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CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 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
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
RJFSA
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.