Bank of Montreal
BYLD icon

Bank of Montreal’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Bank of Montreal’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 		– Sell
-407
Closed -$9.13K – 3533
2025
Q1 		$9.13K Sell
407
-33
-8% -$738 ﹤0.01% 3312
2024
Q4 		$9.75K Buy
440
+434
+7,233% +$9.76K ﹤0.01% 3339
2024
Q3 		$137 Sell
6
-309
-98% -$6.96K ﹤0.01% 3809
2024
Q2 		$7.02K Sell
315
-1,818
-85% -$40.2K ﹤0.01% 3687
2024
Q1 		$47.8K Buy
2,133
+44
+2% +$980 ﹤0.01% 3462
2023
Q4 		$47.1K Buy
+2,089
New +$45.2K ﹤0.01% 3582

Other funds holding BYLD

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B 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
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Truist Financial
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

Bank of Montreal's BYLD Position: Q2 2025 in Review

Bank of Montreal sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2025, closing a stake of 407 shares — an estimated $9.13K sold.

Bank of Montreal first reported a position in BYLD in Q4 2023 and held it in 6 quarters. The position peaked at $47.8K in Q1 2024. 63 funds tracked by Wall St. Rank hold BYLD as of Q2 2025.

  • Bank of Montreal reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 407 iShares Yield Optimized Bond ETF shares in Q2 2025, an estimated $9.13K.
  • Bank of Montreal first reported a position in iShares Yield Optimized Bond ETF in Q4 2023 and held it in 6 quarters.
  • Bank of Montreal's iShares Yield Optimized Bond ETF position peaked at $47.8K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.