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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
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% +$3.35K 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

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

Dynamic Advisor Solutions's BYLD Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 42% in Q2 2026, selling an estimated $213K and leaving 12,960 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #863.

Dynamic Advisor Solutions first reported a position in BYLD in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.43M in Q4 2019. 9 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Dynamic Advisor Solutions held 12,960 shares of iShares Yield Optimized Bond ETF worth $294K as of Q2 2026.
  • Dynamic Advisor Solutions sold 9,411 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $213K.
  • iShares Yield Optimized Bond ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #863 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Yield Optimized Bond ETF in Q2 2019 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's iShares Yield Optimized Bond ETF position peaked at $1.43M in Q4 2019.
  • 9 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.