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

Arlington Financial 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	$261K	Buy	+11,545	New	+$261K	0.03%	94

Other funds holding BYLD

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Arlington Financial Advisors's BYLD Position: Q2 2026 in Review

Arlington Financial Advisors opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q2 2026: 11,545 shares worth $261K. The stake represents 0.03% of the portfolio and ranks #94 among its holdings.

16 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Arlington Financial Advisors held 11,545 shares of iShares Yield Optimized Bond ETF worth $261K as of Q2 2026.
iShares Yield Optimized Bond ETF was a new Arlington Financial Advisors position in Q2 2026.
iShares Yield Optimized Bond ETF made up 0.03% of Arlington Financial Advisors's portfolio in Q2 2026, its #94 holding.
16 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.