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

LWM Advisory Services LLC lifted its stake in iShares Yield Optimized Bond ETF (NYSEARCA:BYLD) by 11.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 131,036 shares of the company’s stock after acquiring 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 largest position. LWM Advisory Services LLC owned 1.65% of iShares Yield Optimized Bond ETF worth $2,904,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. Global Retirement Partners LLC lifted its holdings in shares of iShares Yield Optimized Bond ETF by 3,378.7% in the 4th quarter. Global Retirement Partners LLC now owns 3,096 shares of the company’s stock worth $69,000 after acquiring an additional 3,007 shares during the last quarter. Darwin Wealth Management LLC acquired a new position in shares of iShares Yield Optimized Bond ETF in the 3rd quarter worth approximately $85,000. Fifth Third Securities Inc. acquired a new position in shares of iShares Yield Optimized Bond ETF in the 4th quarter worth approximately $230,000. Asset Allocation Strategies LLC purchased a new stake in iShares Yield Optimized Bond ETF during the 3rd quarter worth approximately $302,000. Finally, Altman Advisors Inc. increased its stake in iShares Yield Optimized Bond ETF by 3.6% during the 3rd quarter. Altman Advisors Inc. now owns 15,155 shares of the company’s stock worth $347,000 after buying an additional 530 shares during the period.

iShares Yield Optimized Bond ETF Stock Up 0.1 %

Shares of BYLD opened at $22.44 on Friday. iShares Yield Optimized Bond ETF has a fifty-two week low of $21.77 and a fifty-two week high of $22.97. The firm’s 50 day moving average price is $22.26 and its 200 day moving average price is $22.49.

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.