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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
Q2 		$659K Buy
29,108
+387
+1% +$8.75K 0.1% 105
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 $785M AUM 33.76% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Asset Management Group's BYLD Position: Q2 2026 in Review

Asset Management Group increased its iShares Yield Optimized Bond ETF (BYLD) stake by 1.3% in Q2 2026, buying an estimated $8.75K and bringing the position to 29,108 shares worth $659K. The position accounts for 0.1% of the portfolio, ranked #105.

Asset Management Group first reported a position in BYLD in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.99M in Q3 2020. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Asset Management Group held 29,108 shares of iShares Yield Optimized Bond ETF worth $659K as of Q2 2026.
  • Asset Management Group bought 387 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $8.75K.
  • iShares Yield Optimized Bond ETF made up 0.1% of Asset Management Group's portfolio in Q2 2026, its #105 holding.
  • Asset Management Group first reported a position in iShares Yield Optimized Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Asset Management Group's iShares Yield Optimized Bond ETF position peaked at $2.99M in Q3 2020.
  • 79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Asset Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.