COMPASS FINANCIAL MANAGEMENT LLC’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$32.3K	Buy	+1,426	New	+$32.2K	﹤0.01%	779

Other funds holding BYLD

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TPA

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

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

COMPASS FINANCIAL MANAGEMENT LLC's BYLD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q2 2026: 1,426 shares worth $32.3K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings.

66 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,426 shares of iShares Yield Optimized Bond ETF worth $32.3K as of Q2 2026.
iShares Yield Optimized Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Yield Optimized Bond ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #779 holding.
66 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.