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

Arkadios Wealth 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	$1.27M	Buy	56,501 +1,044	+2%	+$23.8K	0.02%	683
2025 Q4	$1.26M	Buy	55,457 +122	+0.2%	+$2.79K	0.02%	606
2025 Q3	$1.27M	Buy	55,335 +7,456	+16%	+$169K	0.03%	546
2025 Q2	$1.08M	Sell	47,879 -448	-0.9%	-$9.96K	0.03%	538
2025 Q1	$1.08M	Sell	48,327 -2,413	-5%	-$53.9K	0.04%	437
2024 Q4	$1.12M	Buy	50,740 +2,845	+6%	+$64K	0.06%	302
2024 Q3	$1.1M	Buy	47,895 +20,027	+72%	+$451K	0.06%	298
2024 Q2	$618K	Buy	27,868 +14,691	+111%	+$325K	0.04%	409
2024 Q1	$295K	Buy	+13,177	New	+$293K	0.02%	546

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 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Arkadios Wealth Advisors's BYLD Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares Yield Optimized Bond ETF (BYLD) stake by 1.9% in Q1 2026, buying an estimated $23.8K and bringing the position to 56,501 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #683.

Arkadios Wealth Advisors first reported a position in BYLD in Q1 2024 and has held it in 9 quarters since. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Arkadios Wealth Advisors held 56,501 shares of iShares Yield Optimized Bond ETF worth $1.27M as of Q1 2026.
Arkadios Wealth Advisors bought 1,044 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $23.8K.
iShares Yield Optimized Bond ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #683 holding.
Arkadios Wealth Advisors first reported a position in iShares Yield Optimized Bond ETF in Q1 2024 and has held it in 9 quarters since.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.