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Altman Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Altman Advisors’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 		$585K Buy
304,382
+40,912
+16% +$925K 0.21% 83
2026
Q1 		$555K Buy
263,470
+2,574
+1% +$58.6K 0.23% 74
2025
Q4 		$548K Sell
260,896
-1,602
-0.6% -$36.6K 0.21% 86
2025
Q3 		$552K Buy
262,498
+3,736
+1% +$84.7K 0.21% 85
2025
Q2 		$536K Buy
258,762
+2,171
+0.8% +$48.3K 0.22% 88
2025
Q1 		$527K Buy
256,591
+4,043
+2% +$90.4K 0.24% 87
2024
Q4 		$495K Buy
252,548
+237,393
+1,566% +$5.34M 0.21% 92
2024
Q3 		$347K Buy
15,155
+530
+4% +$11.9K 0.15% 90
2024
Q2 		$324K Buy
14,625
+2,287
+19% +$50.6K 0.18% 69
2024
Q1 		$275K Sell
12,338
-1,992
-14% -$44.4K 0.13% 94
2023
Q4 		$321K Buy
+14,330
New +$310K 0.17% 95

Other funds holding BYLD

HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Altman Advisors's BYLD Position: Q2 2026 in Review

Altman Advisors increased its iShares Yield Optimized Bond ETF (BYLD) stake by 16% in Q2 2026, buying an estimated $925K and bringing the position to 304,382 shares worth $585K. The position accounts for 0.21% of the portfolio, ranked #83.

Altman Advisors first reported a position in BYLD in Q4 2023 and has held it in 11 quarters since. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Altman Advisors held 304,382 shares of iShares Yield Optimized Bond ETF worth $585K as of Q2 2026.
  • Altman Advisors bought 40,912 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $925K.
  • iShares Yield Optimized Bond ETF made up 0.21% of Altman Advisors's portfolio in Q2 2026, its #83 holding.
  • Altman Advisors first reported a position in iShares Yield Optimized Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.