Bay Colony Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Bay Colony Advisors’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	$479K	Sell	21,164 -4,593	-18%	-$104K	0.05%	270
2026 Q1	$580K	Sell	25,757 -2,368	-8%	-$53.9K	0.07%	233
2025 Q4	$641K	Buy	28,125 +2,156	+8%	+$49.3K	0.08%	228
2025 Q3	$595K	Buy	25,969 +7,079	+37%	+$160K	0.07%	253
2025 Q2	$427K	Buy	18,890 +6	+0%	+$133	0.06%	273
2025 Q1	$423K	Sell	18,884 -1,783	-9%	-$39.9K	0.06%	269
2024 Q4	$458K	Sell	20,667 -1,689	-8%	-$38K	0.07%	260
2024 Q3	$512K	Buy	22,356 +5,368	+32%	+$121K	0.08%	234
2024 Q2	$377K	Buy	16,988 +7,550	+80%	+$167K	0.06%	250
2024 Q1	$211K	Buy	+9,438	New	+$210K	0.04%	362
2020 Q1	–	Sell	-27,927	Closed	-$723K	–	178
2019 Q4	$723K	Sell	27,927 -5,214	-16%	-$133K	0.47%	67
2019 Q3	$848K	Buy	33,141 +16,686	+101%	+$425K	0.58%	52
2019 Q2	$416K	Buy	+16,455	New	+$408K	0.27%	106

Other funds holding BYLD

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PEWA

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Bay Colony Advisors's BYLD Position: Q2 2026 in Review

Bay Colony Advisors reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 18% in Q2 2026, selling an estimated $104K and leaving 21,164 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #270.

Bay Colony Advisors first reported a position in BYLD in Q2 2019 and has held it in 13 quarters since. The position peaked at $848K in Q3 2019. 9 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Bay Colony Advisors held 21,164 shares of iShares Yield Optimized Bond ETF worth $479K as of Q2 2026.
Bay Colony Advisors sold 4,593 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $104K.
iShares Yield Optimized Bond ETF made up 0.05% of Bay Colony Advisors's portfolio in Q2 2026, its #270 holding.
Bay Colony Advisors first reported a position in iShares Yield Optimized Bond ETF in Q2 2019 and has held it in 13 quarters since.
Bay Colony Advisors's iShares Yield Optimized Bond ETF position peaked at $848K in Q3 2019.
9 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.