EverSource Wealth Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

EverSource Wealth Advisors’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	$54K	Sell	2,397 -110	-4%	-$2.51K	﹤0.01%	1823
2025 Q4	$57.1K	Buy	2,507 +21	+0.8%	+$480	﹤0.01%	1659
2025 Q3	$57K	Buy	2,486 +15	+0.6%	+$340	﹤0.01%	1609
2025 Q2	$55.9K	Sell	2,471 -3,594	-59%	-$79.9K	﹤0.01%	1543
2025 Q1	$136K	Buy	6,065 +11	+0.2%	+$246	0.01%	797
2024 Q4	$134K	Buy	6,054 +141	+2%	+$3.17K	0.01%	815
2024 Q3	$136K	Buy	+5,913	New	+$133K	0.01%	695

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

EverSource Wealth Advisors's BYLD Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 4.4% in Q1 2026, selling an estimated $2.51K and leaving 2,397 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

EverSource Wealth Advisors first reported a position in BYLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $136K in Q1 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

EverSource Wealth Advisors held 2,397 shares of iShares Yield Optimized Bond ETF worth $54K as of Q1 2026.
EverSource Wealth Advisors sold 110 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $2.51K.
iShares Yield Optimized Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1823 holding.
EverSource Wealth Advisors first reported a position in iShares Yield Optimized Bond ETF in Q3 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's iShares Yield Optimized Bond ETF position peaked at $136K in Q1 2025.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.