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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
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

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
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 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

Davenport & Co's BYLD Position: Q2 2026 in Review

Davenport & Co increased its iShares Yield Optimized Bond ETF (BYLD) stake by 2.9% in Q2 2026, buying an estimated $5.99K and bringing the position to 9,350 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Davenport & Co first reported a position in BYLD in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Davenport & Co held 9,350 shares of iShares Yield Optimized Bond ETF worth $212K as of Q2 2026.
  • Davenport & Co bought 265 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $5.99K.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of Davenport & Co's portfolio in Q2 2026, its #1301 holding.
  • Davenport & Co first reported a position in iShares Yield Optimized Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.