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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
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% +$1.95K 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

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

Asset Allocation Strategies's BYLD Position: Q1 2026 in Review

Asset Allocation Strategies increased its iShares Yield Optimized Bond ETF (BYLD) stake by 0.58% in Q1 2026, buying an estimated $3.01K and bringing the position to 23,066 shares worth $520K. The position accounts for 0.09% of the portfolio, ranked #106.

Asset Allocation Strategies first reported a position in BYLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $522K in Q4 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Asset Allocation Strategies held 23,066 shares of iShares Yield Optimized Bond ETF worth $520K as of Q1 2026.
  • Asset Allocation Strategies bought 132 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $3.01K.
  • iShares Yield Optimized Bond ETF made up 0.09% of Asset Allocation Strategies's portfolio in Q1 2026, its #106 holding.
  • Asset Allocation Strategies first reported a position in iShares Yield Optimized Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Asset Allocation Strategies's iShares Yield Optimized Bond ETF position peaked at $522K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Asset Allocation Strategies's 13F filing for Q1 2026, filed 22 Apr 2026.