AE Wealth Management
BYLD icon

AE Wealth Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-23
Closed -$530 – 2295
2025
Q2 		$530 Sell
23
-1,690
-99% -$37.6K ﹤0.01% 2104
2025
Q1 		$38.4K Sell
1,713
-576
-25% -$12.9K ﹤0.01% 1625
2024
Q4 		$50.7K Buy
+2,289
New +$51.5K ﹤0.01% 1556
2024
Q1 		– Sell
-38,597
Closed -$861K – 1267
2023
Q4 		$861K Buy
38,597
+542
+1% +$11.7K ﹤0.01% 1211
2023
Q3 		$813K Buy
38,055
+6,161
+19% +$134K ﹤0.01% 1186
2023
Q2 		$700K Buy
31,894
+505
+2% +$11.1K ﹤0.01% 1236
2023
Q1 		$692K Buy
31,389
+818
+3% +$17.9K ﹤0.01% 1202
2022
Q4 		$663K Buy
30,571
+377
+1% +$8.13K ﹤0.01% 1165
2022
Q3 		$643K Sell
30,194
-113
-0.4% -$2.5K 0.01% 1120
2022
Q2 		$669K Sell
30,307
-180
-0.6% -$4.06K 0.01% 1051
2022
Q1 		$717K Buy
+30,487
New +$734K ﹤0.01% 1061
2020
Q2 		– Sell
-15,524
Closed -$383K – 1268
2020
Q1 		$383K Buy
+15,524
New +$395K 0.01% 775

Other funds holding BYLD

Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $56M AUM 19.14% 1-Year Est. Return

AE Wealth Management's BYLD Position: Q3 2025 in Review

AE Wealth Management sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2025, closing a stake of 23 shares — an estimated $530 sold.

AE Wealth Management first reported a position in BYLD in Q1 2020 and held it in 12 quarters. The position peaked at $861K in Q4 2023. 59 funds tracked by Wall St. Rank hold BYLD as of Q3 2025.

  • AE Wealth Management reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 23 iShares Yield Optimized Bond ETF shares in Q3 2025, an estimated $530.
  • AE Wealth Management first reported a position in iShares Yield Optimized Bond ETF in Q1 2020 and held it in 12 quarters.
  • AE Wealth Management's iShares Yield Optimized Bond ETF position peaked at $861K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.