Focus Partners Wealth’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Focus Partners Wealth’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	$8.19M	Sell	361,776 -65,353	-15%	-$1.48M	0.01%	781
2026 Q1	$9.62M	Sell	427,129 -103,995	-20%	-$2.37M	0.01%	732
2025 Q4	$12.1M	Buy	531,124 +5,743	+1%	+$131K	0.01%	640
2025 Q3	$12M	Buy	525,381 +31,285	+6%	+$709K	0.02%	514
2025 Q2	$11.2M	Sell	494,096 -15,377	-3%	-$342K	0.02%	473
2025 Q1	$11.4M	Buy	509,473 +29,684	+6%	+$664K	0.03%	448
2024 Q4	$10.6M	Buy	479,789 +14,696	+3%	+$331K	0.03%	454
2024 Q3	$10.7M	Buy	465,093 +68,203	+17%	+$1.54M	0.03%	397
2024 Q2	$8.8M	Buy	+396,890	New	+$8.77M	0.03%	404

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

HNB

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 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Partners Wealth's BYLD Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 15% in Q2 2026, selling an estimated $1.48M and leaving 361,776 shares worth $8.19M. The position accounts for 0.01% of the portfolio, ranked #781.

Focus Partners Wealth first reported a position in BYLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.1M in Q4 2025. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Focus Partners Wealth held 361,776 shares of iShares Yield Optimized Bond ETF worth $8.19M as of Q2 2026.
Focus Partners Wealth sold 65,353 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $1.48M.
iShares Yield Optimized Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #781 holding.
Focus Partners Wealth first reported a position in iShares Yield Optimized Bond ETF in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's iShares Yield Optimized Bond ETF position peaked at $12.1M in Q4 2025.
79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.