Ameriprise’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Ameriprise’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 Q1	–	Sell	-14,707	Closed	-$326K	–	4033
2024 Q4	$326K	Buy	+14,707	New	+$331K	﹤0.01%	3691
2020 Q1	–	Sell	-8,264	Closed	-$212K	–	3651
2019 Q4	$212K	Hold	8,264	–	–	﹤0.01%	3564
2019 Q3	$211K	Hold	8,264	–	–	﹤0.01%	3539
2019 Q2	$209K	Hold	8,264	–	–	﹤0.01%	3575
2019 Q1	$204K	Buy	8,264 +1,674	+25%	+$40.6K	﹤0.01%	3549
2018 Q4	$156K	Buy	6,590 +5,191	+371%	+$123K	﹤0.01%	3478
2018 Q3	$33.8M	Buy	+1,399	New	+$33.8K	0.01%	952

Other funds holding BYLD

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

TPA

Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

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

LAS

LWM Advisory Services Plantation, Florida $56M AUM 19.14% 1-Year Est. Return

Ameriprise's BYLD Position: Q1 2025 in Review

Ameriprise sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2025, closing a stake of 14,707 shares — an estimated $326K sold.

Ameriprise first reported a position in BYLD in Q3 2018 and held it in 7 quarters. The position peaked at $33.8M in Q3 2018. 60 funds tracked by Wall St. Rank hold BYLD as of Q1 2025.

Ameriprise reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2025 after selling out during the quarter.
Ameriprise sold 14,707 iShares Yield Optimized Bond ETF shares in Q1 2025, an estimated $326K.
Ameriprise first reported a position in iShares Yield Optimized Bond ETF in Q3 2018 and held it in 7 quarters.
Ameriprise's iShares Yield Optimized Bond ETF position peaked at $33.8M in Q3 2018.
60 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2025.

Based on Ameriprise's 13F filing for Q1 2025, filed 14 May 2025.