Weaver Consulting Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Weaver Consulting Group’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	-3,340	Closed	-$86K	–	241
2020 Q3	$86K	Hold	3,340	–	–	0.05%	204
2020 Q2	$86K	Hold	3,340	–	–	0.05%	200
2020 Q1	$82K	Hold	3,340	–	–	0.05%	180
2019 Q4	$86K	Hold	3,340	–	–	0.05%	177
2019 Q3	$85K	Hold	3,340	–	–	0.05%	174
2019 Q2	$84K	Hold	3,340	–	–	0.05%	167
2019 Q1	$83K	Buy	+3,340	New	+$80.9K	0.02%	360

Other funds holding BYLD

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Weaver Consulting Group's BYLD Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2020, closing a stake of 3,340 shares — an estimated $86K sold.

Weaver Consulting Group first reported a position in BYLD in Q1 2019 and held it in 7 quarters. The position peaked at $86K in Q3 2020. 49 funds tracked by Wall St. Rank hold BYLD as of Q4 2020.

Weaver Consulting Group reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 3,340 iShares Yield Optimized Bond ETF shares in Q4 2020, an estimated $86K.
Weaver Consulting Group first reported a position in iShares Yield Optimized Bond ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares Yield Optimized Bond ETF position peaked at $86K in Q3 2020.
49 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.