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Asset Management Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Asset Management Group’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 		$647K Sell
28,721
-1,981
-6% -$45.1K 0.1% 102
2025
Q4 		$699K Sell
30,702
-1,185
-4% -$27.1K 0.11% 101
2025
Q3 		$731K Buy
31,887
+417
+1% +$9.45K 0.12% 99
2025
Q2 		$712K Buy
31,470
+419
+1% +$9.32K 0.12% 98
2025
Q1 		$696K Buy
31,051
+279
+0.9% +$6.24K 0.13% 94
2024
Q4 		$682K Sell
30,772
-18,945
-38% -$426K 0.12% 97
2024
Q3 		$1.14M Sell
49,717
-6,111
-11% -$138K 0.2% 84
2024
Q2 		$1.24M Buy
55,828
+692
+1% +$15.3K 0.23% 80
2024
Q1 		$1.23M Sell
55,136
-511
-0.9% -$11.4K 0.23% 80
2023
Q4 		$1.25M Sell
55,647
-2,147
-4% -$46.4K 0.25% 76
2023
Q3 		$1.24M Sell
57,794
-3,749
-6% -$81.5K 0.27% 76
2023
Q2 		$1.35M Buy
61,543
+631
+1% +$13.8K 0.29% 73
2023
Q1 		$1.34M Buy
60,912
+592
+1% +$13K 0.3% 72
2022
Q4 		$1.31M Sell
60,320
-6,523
-10% -$141K 0.31% 72
2022
Q3 		$1.42M Buy
66,843
+514
+0.8% +$11.4K 0.36% 68
2022
Q2 		$1.46M Sell
66,329
-10,337
-13% -$233K 0.35% 69
2022
Q1 		$1.8M Sell
76,666
-4,214
-5% -$102K 0.38% 66
2021
Q4 		$2.02M Sell
80,880
-16,923
-17% -$423K 0.4% 64
2021
Q3 		$2.46M Sell
97,803
-3,611
-4% -$91.5K 0.5% 56
2021
Q2 		$2.56M Sell
101,414
-11,914
-11% -$299K 0.53% 57
2021
Q1 		$2.82M Sell
113,328
-1,686
-1% -$42.8K 0.61% 49
2020
Q4 		$2.97M Sell
115,014
-1,126
-1% -$29K 0.72% 43
2020
Q3 		$2.99M Sell
116,140
-136
-0.1% -$3.52K 0.87% 38
2020
Q2 		$2.98M Buy
116,276
+569
+0.5% +$14.4K 0.94% 37
2020
Q1 		$2.85M Sell
115,707
-240
-0.2% -$6.11K 1.08% 32
2019
Q4 		$2.98M Buy
115,947
+99,117
+589% +$2.53M 0.9% 38
2019
Q3 		$431K Buy
+16,830
New +$428K 0.15% 85

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 Management Group's BYLD Position: Q1 2026 in Review

Asset Management Group reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 6.5% in Q1 2026, selling an estimated $45.1K and leaving 28,721 shares worth $647K. The position accounts for 0.1% of the portfolio, ranked #102.

Asset Management Group first reported a position in BYLD in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.99M in Q3 2020. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Asset Management Group held 28,721 shares of iShares Yield Optimized Bond ETF worth $647K as of Q1 2026.
  • Asset Management Group sold 1,981 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $45.1K.
  • iShares Yield Optimized Bond ETF made up 0.1% of Asset Management Group's portfolio in Q1 2026, its #102 holding.
  • Asset Management Group first reported a position in iShares Yield Optimized Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • Asset Management Group's iShares Yield Optimized Bond ETF position peaked at $2.99M in Q3 2020.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.