Davenport & Co
BYLD icon

Davenport & Co’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Davenport & Co’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
Q3 		– Sell
-9,350
Closed -$212K – 1401
2026
Q2 		$212K Buy
9,350
+265
+3% +$5.99K ﹤0.01% 1301
2026
Q1 		$205K Buy
9,085
+155
+2% +$3.53K ﹤0.01% 1260
2025
Q4 		$203K Buy
+8,930
New +$204K ﹤0.01% 1219

Other funds holding BYLD

Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Davenport & Co's BYLD Position: Q3 2026 in Review

Davenport & Co sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2026, closing a stake of 9,350 shares — an estimated $212K sold.

Davenport & Co first reported a position in BYLD in Q4 2025 and held it in 3 quarters. The position peaked at $212K in Q2 2026. 36 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

  • Davenport & Co reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Davenport & Co sold 9,350 iShares Yield Optimized Bond ETF shares in Q3 2026, an estimated $212K.
  • Davenport & Co first reported a position in iShares Yield Optimized Bond ETF in Q4 2025 and held it in 3 quarters.
  • Davenport & Co's iShares Yield Optimized Bond ETF position peaked at $212K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

Based on Davenport & Co's 13F filing for Q3 2026, filed 14 Oct 2026.