Atria Wealth Solutions’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$222K	Buy	+9,825	New	+$218K	0.01%	1328
2025 Q1	–	Sell	-12,170	Closed	-$270K	–	1891
2024 Q4	$270K	Sell	12,170 -9,608	-44%	-$216K	﹤0.01%	1625
2024 Q3	$499K	Sell	21,778 -341	-2%	-$7.69K	0.01%	1249
2024 Q2	$491K	Sell	22,119 -588	-3%	-$13K	0.01%	1250
2024 Q1	$508K	Buy	+22,707	New	+$506K	0.01%	1254

Other funds holding BYLD

HNB

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

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

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

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

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

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

TPA

Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LAS

LWM Advisory Services Plantation, Florida $56M AUM 19.14% 1-Year Est. Return

Atria Wealth Solutions's BYLD Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q2 2025: 9,825 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #1328 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in BYLD as recently as Q4 2024.

Atria Wealth Solutions first reported a position in BYLD in Q1 2024 and has held it in 5 quarters since. The position peaked at $508K in Q1 2024. 63 funds tracked by Wall St. Rank hold BYLD as of Q2 2025.

Atria Wealth Solutions held 9,825 shares of iShares Yield Optimized Bond ETF worth $222K as of Q2 2025.
iShares Yield Optimized Bond ETF was a new Atria Wealth Solutions position in Q2 2025.
iShares Yield Optimized Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1328 holding.
Atria Wealth Solutions first reported a position in iShares Yield Optimized Bond ETF in Q1 2024 and has held it in 5 quarters since.
Atria Wealth Solutions's iShares Yield Optimized Bond ETF position peaked at $508K in Q1 2024.
63 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.