Asset Allocation Strategies’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Asset Allocation Strategies’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 Q3	–	Sell	-11,707	Closed	-$265K	–	172
2026 Q2	$265K	Sell	11,707 -11,359	-49%	-$257K	0.04%	161
2026 Q1	$520K	Buy	23,066 +132	+0.6%	+$3.01K	0.09%	106
2025 Q4	$522K	Buy	22,934 +757	+3%	+$17.3K	0.1%	106
2025 Q3	$508K	Sell	22,177 -115	-0.5%	-$2.61K	0.1%	104
2025 Q2	$504K	Buy	22,292 +1,408	+7%	+$31.3K	0.11%	101
2025 Q1	$468K	Buy	20,884 +87	+0.4%	+$1.94K	0.12%	100
2024 Q4	$462K	Buy	20,797 +7,625	+58%	+$172K	0.11%	97
2024 Q3	$302K	Buy	+13,172	New	+$297K	0.09%	93

Other funds holding BYLD

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

Argyle Capital Partners Los Angeles, California $162M AUM 17.29% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Asset Allocation Strategies's BYLD Position: Q3 2026 in Review

Asset Allocation Strategies sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2026, closing a stake of 11,707 shares — an estimated $265K sold.

Asset Allocation Strategies first reported a position in BYLD in Q3 2024 and held it in 8 quarters. The position peaked at $522K in Q4 2025. 19 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

Asset Allocation Strategies reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2026 after selling out during the quarter.
Asset Allocation Strategies sold 11,707 iShares Yield Optimized Bond ETF shares in Q3 2026, an estimated $265K.
Asset Allocation Strategies first reported a position in iShares Yield Optimized Bond ETF in Q3 2024 and held it in 8 quarters.
Asset Allocation Strategies's iShares Yield Optimized Bond ETF position peaked at $522K in Q4 2025.
19 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.