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Global Retirement Partners’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Global Retirement 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
2025
Q4 		– Sell
-89
Closed -$2.04K – 4261
2025
Q3 		$2.04K Hold
89
– – ﹤0.01% 3326
2025
Q2 		$2.01K Buy
+89
New +$1.98K ﹤0.01% 3240
2024
Q4 		$68.6K Buy
3,096
+3,007
+3,379% +$67.6K ﹤0.01% 1459
2024
Q3 		$2.04K Hold
89
– – ﹤0.01% 2935
2024
Q2 		$1.97K Hold
89
– – ﹤0.01% 2968
2024
Q1 		$1.99K Hold
89
– – ﹤0.01% 2756
2023
Q4 		$1.99K Buy
+89
New +$1.93K ﹤0.01% 2676

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Global Retirement Partners's BYLD Position: Q4 2025 in Review

Global Retirement Partners sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2025, closing a stake of 89 shares — an estimated $2.04K sold.

Global Retirement Partners first reported a position in BYLD in Q4 2023 and held it in 7 quarters. The position peaked at $68.6K in Q4 2024. 66 funds tracked by Wall St. Rank hold BYLD as of Q4 2025.

  • Global Retirement Partners reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 89 iShares Yield Optimized Bond ETF shares in Q4 2025, an estimated $2.04K.
  • Global Retirement Partners first reported a position in iShares Yield Optimized Bond ETF in Q4 2023 and held it in 7 quarters.
  • Global Retirement Partners's iShares Yield Optimized Bond ETF position peaked at $68.6K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.