Avantax Advisory Services’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Avantax Advisory Services’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	$1.28M	Buy	56,551 +3,625	+7%	+$80.6K	0.01%	1010
2025 Q1	$1.19M	Buy	52,926 +23,501	+80%	+$525K	0.01%	999
2024 Q4	$652K	Buy	+29,425	New	+$662K	﹤0.01%	1284
2021 Q2	–	Sell	-10,674	Closed	-$263K	–	1137
2021 Q1	$263K	Sell	10,674 -20,802	-66%	-$527K	0.01%	863
2020 Q4	$813K	Buy	31,476 +2,296	+8%	+$59.2K	0.02%	416
2020 Q3	$756K	Buy	29,180 +1,241	+4%	+$32.1K	0.01%	634
2020 Q2	$719K	Buy	27,939 +2,518	+10%	+$63.6K	0.02%	402
2020 Q1	$627K	Buy	+25,421	New	+$647K	0.02%	387

Other funds holding BYLD

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

LAS

LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

Avantax Advisory Services's BYLD Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Yield Optimized Bond ETF (BYLD) stake by 6.8% in Q2 2025, buying an estimated $80.6K and bringing the position to 56,551 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1010.

Avantax Advisory Services first reported a position in BYLD in Q1 2020 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold BYLD as of Q2 2025.

Avantax Advisory Services held 56,551 shares of iShares Yield Optimized Bond ETF worth $1.28M as of Q2 2025.
Avantax Advisory Services bought 3,625 iShares Yield Optimized Bond ETF shares in Q2 2025, an estimated $80.6K.
iShares Yield Optimized Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1010 holding.
Avantax Advisory Services first reported a position in iShares Yield Optimized Bond ETF in Q1 2020 and has held it in 8 quarters since.
63 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.