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

Allworth 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	$2.47M	Buy	109,141 +46,621	+75%	+$1.05M	0.01%	479
2026 Q1	$1.41M	Buy	62,520 +1,271	+2%	+$29K	0.01%	613
2025 Q4	$1.39M	Sell	61,249 -123	-0.2%	-$2.81K	0.01%	597
2025 Q3	$1.41M	Buy	61,372 +1,198	+2%	+$27.2K	0.01%	571
2025 Q2	$1.36M	Sell	60,174 -8	-0%	-$178	0.01%	564
2025 Q1	$1.34M	Sell	60,182 -22,300	-27%	-$499K	0.01%	474
2024 Q4	$1.84M	Sell	82,482 -3,670	-4%	-$82.5K	0.01%	421
2024 Q3	$1.97M	Sell	86,152 -204	-0.2%	-$4.6K	0.01%	344
2024 Q2	$1.92M	Buy	86,356 +5,029	+6%	+$111K	0.01%	336
2024 Q1	$1.82M	Buy	81,327 +18,037	+28%	+$402K	0.01%	327
2023 Q4	$1.42M	Buy	63,290 +11,979	+23%	+$259K	0.01%	358
2023 Q3	$1.1M	Buy	51,311 +34,615	+207%	+$752K	0.01%	363
2023 Q2	$366K	Hold	16,696	–	–	﹤0.01%	569
2023 Q1	$368K	Buy	16,696 +16,168	+3,062%	+$354K	﹤0.01%	533
2022 Q4	$11.4K	Sell	528 -3,858	-88%	-$83.2K	﹤0.01%	1648
2022 Q3	$93K	Buy	4,386 +2,065	+89%	+$45.8K	﹤0.01%	783
2022 Q2	$51K	Buy	+2,321	New	+$52.3K	﹤0.01%	894

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

Allworth Financial's BYLD Position: Q2 2026 in Review

Allworth Financial increased its iShares Yield Optimized Bond ETF (BYLD) stake by 75% in Q2 2026, buying an estimated $1.05M and bringing the position to 109,141 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #479.

Allworth Financial first reported a position in BYLD in Q2 2022 and has held it in 17 quarters since. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Allworth Financial held 109,141 shares of iShares Yield Optimized Bond ETF worth $2.47M as of Q2 2026.
Allworth Financial bought 46,621 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $1.05M.
iShares Yield Optimized Bond ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #479 holding.
Allworth Financial first reported a position in iShares Yield Optimized Bond ETF in Q2 2022 and has held it in 17 quarters since.
79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.