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Darwin Wealth Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Darwin Wealth Management’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
Q1 		$47.3K Buy
2,100
+13
+0.6% +$296 0.01% 227
2025
Q4 		$47.5K Buy
2,087
+17
+0.8% +$389 0.01% 220
2025
Q3 		$47.4K Buy
2,070
+13
+0.6% +$295 0.02% 224
2025
Q2 		$46.5K Sell
2,057
-528
-20% -$11.7K 0.02% 213
2025
Q1 		$57.3K Hold
2,585
– – 0.02% 214
2024
Q4 		$57.3K Sell
2,585
-1,108
-30% -$24.9K 0.02% 214
2024
Q3 		$84.7K Buy
+3,693
New +$83.2K 0.02% 199
2024
Q2 		– Sell
-154,511
Closed -$3.45M – 91
2024
Q1 		$3.45M Sell
154,511
-8,968
-5% -$200K 0.96% 30
2023
Q4 		$3.67M Sell
163,479
-14,336
-8% -$310K 0.98% 30
2023
Q3 		$3.8M Sell
177,815
-1,802
-1% -$39.2K 1.02% 27
2023
Q2 		$3.91M Buy
179,617
+4,312
+2% +$94.5K 1.01% 25
2023
Q1 		$3.84M Sell
175,305
-3,072
-2% -$67.3K 1.04% 25
2022
Q4 		$3.95M Sell
178,377
-15,067
-8% -$325K 1.02% 25
2022
Q3 		$4.1M Sell
193,444
-9,899
-5% -$219K 1.03% 27
2022
Q2 		$4.58M Buy
203,343
+34,721
+21% +$783K 0.93% 33
2022
Q1 		$3.97M Buy
168,622
+6,223
+4% +$150K 0.65% 39
2021
Q4 		$3.98M Buy
162,399
+19,531
+14% +$488K 0.63% 38
2021
Q3 		$3.59M Buy
142,868
+5,869
+4% +$149K 0.57% 37
2021
Q2 		$3.46M Sell
136,999
-246,335
-64% -$6.19M 0.56% 37
2021
Q1 		$9.55M Sell
383,334
-98,699
-20% -$2.5M 1.67% 16
2020
Q4 		$12.5M Buy
482,033
+173,948
+56% +$4.49M 2.34% 9
2020
Q3 		$7.93M Buy
308,085
+16,077
+6% +$416K 1.71% 13
2020
Q2 		$7.48M Buy
292,008
+120,865
+71% +$3.05M 1.91% 17
2020
Q1 		$4.21M Buy
171,143
+143,561
+520% +$3.65M 1.34% 26
2019
Q4 		$708K Buy
27,582
+14,847
+117% +$380K 0.19% 97
2019
Q3 		$326K Buy
+12,735
New +$324K 0.1% 115

Other funds holding BYLD

HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Darwin Wealth Management's BYLD Position: Q1 2026 in Review

Darwin Wealth Management increased its iShares Yield Optimized Bond ETF (BYLD) stake by 0.62% in Q1 2026, buying an estimated $296 and bringing the position to 2,100 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #227.

Darwin Wealth Management first reported a position in BYLD in Q3 2019 and has held it in 26 quarters since. The position peaked at $12.5M in Q4 2020. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Darwin Wealth Management held 2,100 shares of iShares Yield Optimized Bond ETF worth $47.3K as of Q1 2026.
  • Darwin Wealth Management bought 13 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $296.
  • iShares Yield Optimized Bond ETF made up 0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #227 holding.
  • Darwin Wealth Management first reported a position in iShares Yield Optimized Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • Darwin Wealth Management's iShares Yield Optimized Bond ETF position peaked at $12.5M in Q4 2020.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.