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 Q2	$54.7K	Buy	2,413 +16	+0.7%	+$362	﹤0.01%	1726
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 $785M AUM 33.76% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EverSource Wealth Advisors's BYLD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Yield Optimized Bond ETF (BYLD) stake by 0.67% in Q2 2026, buying an estimated $362 and bringing the position to 2,413 shares worth $54.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

EverSource Wealth Advisors first reported a position in BYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $136K in Q1 2025. 78 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

EverSource Wealth Advisors held 2,413 shares of iShares Yield Optimized Bond ETF worth $54.7K as of Q2 2026.
EverSource Wealth Advisors bought 16 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $362.
iShares Yield Optimized Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1726 holding.
EverSource Wealth Advisors first reported a position in iShares Yield Optimized Bond ETF in Q3 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's iShares Yield Optimized Bond ETF position peaked at $136K in Q1 2025.
78 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.