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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
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 $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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Altman Advisors's BYLD Position: Q1 2026 in Review

Altman Advisors increased its iShares Yield Optimized Bond ETF (BYLD) stake by 0.99% in Q1 2026, buying an estimated $58.6K and bringing the position to 263,470 shares worth $555K. The position accounts for 0.23% of the portfolio, ranked #74.

Altman Advisors first reported a position in BYLD in Q4 2023 and has held it in 10 quarters since. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Altman Advisors held 263,470 shares of iShares Yield Optimized Bond ETF worth $555K as of Q1 2026.
  • Altman Advisors bought 2,574 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $58.6K.
  • iShares Yield Optimized Bond ETF made up 0.23% of Altman Advisors's portfolio in Q1 2026, its #74 holding.
  • Altman Advisors first reported a position in iShares Yield Optimized Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.