Dynamic Advisor Solutions
BYLD icon

Dynamic Advisor Solutions’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Dynamic Advisor Solutions’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
-12,960
Closed -$294K – 1043
2026
Q2 		$294K Sell
12,960
-9,411
-42% -$213K 0.01% 863
2026
Q1 		$504K Sell
22,371
-7,742
-26% -$176K 0.02% 648
2025
Q4 		$686K Buy
30,113
+323
+1% +$7.39K 0.02% 549
2025
Q3 		$683K Buy
29,790
+148
+0.5% +$3.36K 0.02% 549
2025
Q2 		$670K Sell
29,642
-5,276
-15% -$117K 0.02% 539
2025
Q1 		$783K Buy
34,918
+1,381
+4% +$30.9K 0.03% 478
2024
Q4 		$743K Buy
33,537
+2,543
+8% +$57.2K 0.03% 368
2024
Q3 		$710K Buy
30,994
+4,549
+17% +$103K 0.02% 538
2024
Q2 		$587K Buy
26,445
+3,128
+13% +$69.1K 0.02% 588
2024
Q1 		$521K Buy
23,317
+4,278
+22% +$95.3K 0.02% 591
2023
Q4 		$422K Buy
19,039
+3,336
+21% +$72.1K 0.02% 617
2023
Q3 		$336K Buy
15,703
+3,039
+24% +$66K 0.02% 623
2023
Q2 		$278K Buy
12,664
+308
+2% +$6.75K 0.01% 651
2023
Q1 		$272K Buy
+12,356
New +$271K 0.02% 614
2021
Q4 		– Sell
-14,083
Closed -$354K – 729
2021
Q3 		$354K Sell
14,083
-2,387
-14% -$60.5K 0.03% 531
2021
Q2 		$416K Sell
16,470
-3,650
-18% -$91.7K 0.03% 470
2021
Q1 		$501K Sell
20,120
-5,534
-22% -$140K 0.05% 384
2020
Q4 		$663K Sell
25,654
-5,195
-17% -$134K 0.06% 306
2020
Q3 		$794K Sell
30,849
-14,027
-31% -$363K 0.09% 243
2020
Q2 		$1.15M Sell
44,876
-2,687
-6% -$67.9K 0.16% 164
2020
Q1 		$1.17M Sell
47,563
-8,209
-15% -$209K 0.21% 132
2019
Q4 		$1.43M Buy
55,772
+20,364
+58% +$521K 0.2% 136
2019
Q3 		$906K Buy
35,408
+4,542
+15% +$116K 0.14% 181
2019
Q2 		$781K Buy
+30,866
New +$765K 0.13% 192

Other funds holding BYLD

Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 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
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
Align Financial
Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return
Argyle Capital Partners
Argyle Capital Partners Los Angeles, California $162M AUM 17.29% 1-Year Est. Return

Dynamic Advisor Solutions's BYLD Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2026, closing a stake of 12,960 shares — an estimated $294K sold.

Dynamic Advisor Solutions first reported a position in BYLD in Q2 2019 and held it in 24 quarters. The position peaked at $1.43M in Q4 2019. 24 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 12,960 iShares Yield Optimized Bond ETF shares in Q3 2026, an estimated $294K.
  • Dynamic Advisor Solutions first reported a position in iShares Yield Optimized Bond ETF in Q2 2019 and held it in 24 quarters.
  • Dynamic Advisor Solutions's iShares Yield Optimized Bond ETF position peaked at $1.43M in Q4 2019.
  • 24 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.