Advisornet Financial’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Advisornet Financial’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
2026 Q2	$620K	Buy	27,365 +35	+0.1%	+$791	0.03%	369
2026 Q1	$616K	Buy	27,330 +23	+0.1%	+$524	0.03%	337
2025 Q4	$622K	Buy	27,307 +44	+0.2%	+$1.01K	0.03%	347
2025 Q3	$625K	Buy	27,263 +34	+0.1%	+$771	0.04%	336
2025 Q2	$616K	Buy	27,229 +7,568	+38%	+$168K	0.04%	331
2025 Q1	$441K	Buy	19,661 +2,922	+17%	+$65.3K	0.03%	373
2024 Q4	$371K	Sell	16,739 -846	-5%	-$19K	0.03%	375
2024 Q3	$403K	Buy	17,585 +2,380	+16%	+$53.6K	0.03%	365
2024 Q2	$337K	Buy	15,205 +225	+2%	+$4.97K	0.03%	376
2024 Q1	$335K	Buy	14,980 +1,830	+14%	+$40.8K	0.03%	370
2023 Q4	$295K	Buy	13,150 +2,900	+28%	+$62.7K	0.03%	408
2023 Q3	$219K	Buy	10,250 +5,200	+103%	+$113K	0.02%	442
2023 Q2	$111K	Buy	+5,050	New	+$111K	0.01%	624

Other funds holding BYLD

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Advisornet Financial's BYLD Position: Q2 2026 in Review

Advisornet Financial increased its iShares Yield Optimized Bond ETF (BYLD) stake by 0.13% in Q2 2026, buying an estimated $791 and bringing the position to 27,365 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #369.

Advisornet Financial first reported a position in BYLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $625K in Q3 2025. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Advisornet Financial held 27,365 shares of iShares Yield Optimized Bond ETF worth $620K as of Q2 2026.
Advisornet Financial bought 35 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $791.
iShares Yield Optimized Bond ETF made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #369 holding.
Advisornet Financial first reported a position in iShares Yield Optimized Bond ETF in Q2 2023 and has held it in 13 quarters since.
Advisornet Financial's iShares Yield Optimized Bond ETF position peaked at $625K in Q3 2025.
79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.