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

Gateway Wealth Partners’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 		– Sell
-9,004
Closed -$203K – 777
2026
Q1 		$203K Buy
+9,004
New +$205K 0.01% 901

Other funds holding BYLD

HWM
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Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Gateway Wealth Partners sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2026, closing a stake of 9,004 shares — an estimated $203K sold.

Gateway Wealth Partners first reported a position in BYLD in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 78 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Gateway Wealth Partners reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 9,004 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $203K.
  • Gateway Wealth Partners first reported a position in iShares Yield Optimized Bond ETF in Q1 2026 and held it in 1 quarter.
  • Gateway Wealth Partners's iShares Yield Optimized Bond ETF position peaked at $203K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.