Envestnet Asset Management
BYLD icon

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

Envestnet 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 		$8.22M Buy
364,641
+133,442
+58% +$3.04M ﹤0.01% 1962
2025
Q4 		$5.27M Buy
231,199
+130,326
+129% +$2.98M ﹤0.01% 2136
2025
Q3 		$2.31M Buy
100,873
+2,484
+3% +$56.3K ﹤0.01% 2790
2025
Q2 		$2.22M Buy
98,389
+35,304
+56% +$785K ﹤0.01% 2754
2025
Q1 		$1.41M Sell
63,085
-86,158
-58% -$1.93M ﹤0.01% 2967
2024
Q4 		$3.31M Buy
149,243
+83
+0.1% +$1.87K ﹤0.01% 2369
2024
Q3 		$3.42M Buy
149,160
+106,154
+247% +$2.39M ﹤0.01% 2342
2024
Q2 		$954K Buy
43,006
+21,802
+103% +$482K ﹤0.01% 3074
2024
Q1 		$474K Buy
21,204
+1,469
+7% +$32.7K ﹤0.01% 3466
2023
Q4 		$443K Buy
19,735
+399
+2% +$8.63K ﹤0.01% 3393
2023
Q3 		$413K Buy
19,336
+819
+4% +$17.8K ﹤0.01% 3350
2023
Q2 		$406K Buy
18,517
+8,131
+78% +$178K ﹤0.01% 3318
2023
Q1 		$229K Buy
10,386
+612
+6% +$13.4K ﹤0.01% 3593
2022
Q4 		$212K Sell
9,774
-48
-0.5% -$1.03K ﹤0.01% 3640
2022
Q3 		$209K Buy
9,822
+13
+0.1% +$288 ﹤0.01% 3557
2022
Q2 		$216K Sell
9,809
-2,567
-21% -$57.9K ﹤0.01% 3540
2022
Q1 		$291K Sell
12,376
-912
-7% -$22K ﹤0.01% 3473
2021
Q4 		$332K Sell
13,288
-20,154
-60% -$504K ﹤0.01% 3348
2021
Q3 		$840K Sell
33,442
-2,580
-7% -$65.4K ﹤0.01% 2652
2021
Q2 		$910K Buy
36,022
+11
+0% +$276 ﹤0.01% 2600
2021
Q1 		$897K Sell
36,011
-5,627
-14% -$143K ﹤0.01% 2470
2020
Q4 		$1.08M Sell
41,638
-3,695
-8% -$95.3K ﹤0.01% 2159
2020
Q3 		$1.17M Sell
45,333
-9,423
-17% -$244K ﹤0.01% 1926
2020
Q2 		$1.4M Buy
54,756
+7,434
+16% +$188K ﹤0.01% 1771
2020
Q1 		$1.17M Buy
47,322
+16,758
+55% +$426K ﹤0.01% 1725
2019
Q4 		$784K Buy
30,564
+12,232
+67% +$313K ﹤0.01% 2184
2019
Q3 		$469K Buy
18,332
+3,901
+27% +$99.3K ﹤0.01% 2414
2019
Q2 		$365K Buy
14,431
+1,153
+9% +$28.6K ﹤0.01% 2546
2019
Q1 		$328K Sell
13,278
-636
-5% -$15.4K ﹤0.01% 2552
2018
Q4 		$329K Buy
+13,914
New +$330K ﹤0.01% 2382
2015
Q4 		– Sell
-4,299
Closed -$106K – 2984
2015
Q3 		$106K Buy
+4,299
New +$106K ﹤0.01% 2318

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Envestnet Asset Management increased its iShares Yield Optimized Bond ETF (BYLD) stake by 58% in Q1 2026, buying an estimated $3.04M and bringing the position to 364,641 shares worth $8.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Envestnet Asset Management first reported a position in BYLD in Q3 2015 and has held it in 31 quarters since. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Envestnet Asset Management held 364,641 shares of iShares Yield Optimized Bond ETF worth $8.22M as of Q1 2026.
  • Envestnet Asset Management bought 133,442 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $3.04M.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1962 holding.
  • Envestnet Asset Management first reported a position in iShares Yield Optimized Bond ETF in Q3 2015 and has held it in 31 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.