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 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%	+$1.95K	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 $785M AUM 33.76% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Asset Allocation Strategies's BYLD Position: Q2 2026 in Review

Asset Allocation Strategies reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 49% in Q2 2026, selling an estimated $257K and leaving 11,707 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #161.

Asset Allocation Strategies first reported a position in BYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $522K in Q4 2025. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Asset Allocation Strategies held 11,707 shares of iShares Yield Optimized Bond ETF worth $265K as of Q2 2026.
Asset Allocation Strategies sold 11,359 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $257K.
iShares Yield Optimized Bond ETF made up 0.04% of Asset Allocation Strategies's portfolio in Q2 2026, its #161 holding.
Asset Allocation Strategies first reported a position in iShares Yield Optimized Bond ETF in Q3 2024 and has held it in 8 quarters since.
Asset Allocation Strategies's iShares Yield Optimized Bond ETF position peaked at $522K in Q4 2025.
79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.