iShares Yield Optimized Bond ETF (NYSEARCA:BYLD) Shares Acquired by LWM Advisory Services LLC

LWM Advisory Services LLC increased its holdings in shares of iShares Yield Optimized Bond ETF (NYSEARCA:BYLD) by 11.8% in the fourth quarter, Holdings Channel reports. The firm owned 131,036 shares of the company’s stock after buying an additional 13,877 shares during the quarter. iShares Yield Optimized Bond ETF accounts for 2.0% of LWM Advisory Services LLC’s investment portfolio, making the stock its 14th biggest holding. LWM Advisory Services LLC’s holdings in iShares Yield Optimized Bond ETF were worth $2,904,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of the business. Systelligence LLC boosted its stake in iShares Yield Optimized Bond ETF by 18.5% during the 3rd quarter. Systelligence LLC now owns 425,800 shares of the company’s stock worth $9,759,000 after purchasing an additional 66,623 shares during the period. Raymond James & Associates boosted its stake in iShares Yield Optimized Bond ETF by 15.6% during the 3rd quarter. Raymond James & Associates now owns 259,508 shares of the company’s stock worth $5,948,000 after purchasing an additional 35,049 shares during the period. KPP Advisory Services LLC boosted its stake in iShares Yield Optimized Bond ETF by 51.6% during the 3rd quarter. KPP Advisory Services LLC now owns 243,688 shares of the company’s stock worth $5,585,000 after purchasing an additional 82,960 shares during the period. Sigma Planning Corp boosted its stake in iShares Yield Optimized Bond ETF by 1.1% during the 4th quarter. Sigma Planning Corp now owns 216,839 shares of the company’s stock worth $4,806,000 after purchasing an additional 2,419 shares during the period. Finally, World Investment Advisors LLC acquired a new stake in iShares Yield Optimized Bond ETF during the 3rd quarter worth $2,038,000.

iShares Yield Optimized Bond ETF Trading Up 0.1 %

Shares of NYSEARCA:BYLD opened at $22.44 on Friday. The firm has a fifty day moving average price of $22.26 and a 200 day moving average price of $22.49. iShares Yield Optimized Bond ETF has a 1-year low of $21.77 and a 1-year high of $22.97.

iShares Yield Optimized Bond ETF Profile

The iShares Yield Optimized Bond ETF (BYLD) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is a fund-of-funds that tracks a broad index of debt securities optimized for yield and mean variance. BYLD was launched on Apr 22, 2014 and is managed by BlackRock.