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 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 $682M AUM 25.04% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisornet Financial's BYLD Position: Q1 2026 in Review

Advisornet Financial increased its iShares Yield Optimized Bond ETF (BYLD) stake by 0.08% in Q1 2026, buying an estimated $524 and bringing the position to 27,330 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #337.

Advisornet Financial first reported a position in BYLD in Q2 2023 and has held it in 12 quarters since. The position peaked at $625K in Q3 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Advisornet Financial held 27,330 shares of iShares Yield Optimized Bond ETF worth $616K as of Q1 2026.
Advisornet Financial bought 23 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $524.
iShares Yield Optimized Bond ETF made up 0.03% of Advisornet Financial's portfolio in Q1 2026, its #337 holding.
Advisornet Financial first reported a position in iShares Yield Optimized Bond ETF in Q2 2023 and has held it in 12 quarters since.
Advisornet Financial's iShares Yield Optimized Bond ETF position peaked at $625K in Q3 2025.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.