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 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 $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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Focus Partners Wealth's BYLD Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 20% in Q1 2026, selling an estimated $2.37M and leaving 427,129 shares worth $9.62M. The position accounts for 0.01% of the portfolio, ranked #732.

Focus Partners Wealth first reported a position in BYLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.1M in Q4 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Focus Partners Wealth held 427,129 shares of iShares Yield Optimized Bond ETF worth $9.62M as of Q1 2026.
Focus Partners Wealth sold 103,995 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $2.37M.
iShares Yield Optimized Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #732 holding.
Focus Partners Wealth first reported a position in iShares Yield Optimized Bond ETF in Q2 2024 and has held it in 8 quarters since.
Focus Partners Wealth's iShares Yield Optimized Bond ETF position peaked at $12.1M in Q4 2025.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.