Delta Asset Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Delta Asset 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	$22.5K	Hold	1,000	–	–	﹤0.01%	361
2025 Q4	$22.8K	Hold	1,000	–	–	﹤0.01%	360
2025 Q3	$22.9K	Hold	1,000	–	–	﹤0.01%	359
2025 Q2	$22.6K	Hold	1,000	–	–	﹤0.01%	352
2025 Q1	$22.4K	Hold	1,000	–	–	﹤0.01%	343
2024 Q4	$22.2K	Hold	1,000	–	–	﹤0.01%	356
2024 Q3	$22.9K	Hold	1,000	–	–	﹤0.01%	353
2024 Q2	$22.2K	Hold	1,000	–	–	﹤0.01%	348
2024 Q1	$22.4K	Hold	1,000	–	–	﹤0.01%	350
2023 Q4	$22.4K	Hold	1,000	–	–	﹤0.01%	350
2023 Q3	$21.4K	Buy	+1,000	New	+$21.7K	﹤0.01%	342

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Delta Asset Management's BYLD Position: Q1 2026 in Review

Delta Asset Management held its iShares Yield Optimized Bond ETF (BYLD) position steady in Q1 2026 at 1,000 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Delta Asset Management first reported a position in BYLD in Q3 2023 and has held it in 11 quarters since. The position peaked at $22.9K in Q3 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Delta Asset Management held 1,000 shares of iShares Yield Optimized Bond ETF worth $22.5K as of Q1 2026.
Delta Asset Management left its iShares Yield Optimized Bond ETF share count unchanged in Q1 2026.
iShares Yield Optimized Bond ETF made up ﹤0.01% of Delta Asset Management's portfolio in Q1 2026, its #361 holding.
Delta Asset Management first reported a position in iShares Yield Optimized Bond ETF in Q3 2023 and has held it in 11 quarters since.
Delta Asset Management's iShares Yield Optimized Bond ETF position peaked at $22.9K in Q3 2025.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Delta Asset Management's 13F filing for Q1 2026, filed 11 May 2026.