Farther Finance Advisors
BYLD icon

Farther Finance Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Farther Finance 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
Q3 		$87.7K Sell
4,073
-2,195
-35% -$48.8K ﹤0.01% 2969
2026
Q2 		$142K Buy
6,268
+4,091
+188% +$92.5K ﹤0.01% 2472
2026
Q1 		$49.2K Sell
2,177
-865
-28% -$19.7K ﹤0.01% 3007
2025
Q4 		$69.3K Sell
3,042
-210
-6% -$4.8K ﹤0.01% 2590
2025
Q3 		$74.5K Sell
3,252
-39
-1% -$884 ﹤0.01% 2211
2025
Q2 		$74.4K Sell
3,291
-12,632
-79% -$281K ﹤0.01% 1912
2025
Q1 		$358K Buy
+15,923
New +$356K 0.01% 949

Other funds holding BYLD

AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's BYLD Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 35% in Q3 2026, selling an estimated $48.8K and leaving 4,073 shares worth $87.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

Farther Finance Advisors first reported a position in BYLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $358K in Q1 2025. 5 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

  • Farther Finance Advisors held 4,073 shares of iShares Yield Optimized Bond ETF worth $87.7K as of Q3 2026.
  • Farther Finance Advisors sold 2,195 iShares Yield Optimized Bond ETF shares in Q3 2026, an estimated $48.8K.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2969 holding.
  • Farther Finance Advisors first reported a position in iShares Yield Optimized Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Farther Finance Advisors's iShares Yield Optimized Bond ETF position peaked at $358K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.