Great Valley Advisor Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Great Valley Advisor Group’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	$386K	Sell	17,116 -3,932	-19%	-$89.6K	0.01%	755
2025 Q4	$479K	Sell	21,048 -1,553	-7%	-$35.5K	0.01%	640
2025 Q3	$518K	Sell	22,601 -3,416	-13%	-$77.4K	0.01%	618
2025 Q2	$588K	Sell	26,017 -5,610	-18%	-$125K	0.01%	569
2025 Q1	$710K	Buy	31,627 +12,019	+61%	+$269K	0.02%	511
2024 Q4	$435K	Hold	19,608	–	–	0.01%	605
2024 Q3	$449K	Sell	19,608 -9,086	-32%	-$205K	0.01%	586
2024 Q2	$636K	Sell	28,694 -58,907	-67%	-$1.3M	0.02%	478
2024 Q1	$1.96M	Buy	87,601 +68,514	+359%	+$1.53M	0.06%	282
2023 Q4	$428K	Buy	+19,087	New	+$413K	0.02%	493

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Great Valley Advisor Group's BYLD Position: Q1 2026 in Review

Great Valley Advisor Group reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 19% in Q1 2026, selling an estimated $89.6K and leaving 17,116 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #755.

Great Valley Advisor Group first reported a position in BYLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.96M in Q1 2024. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Great Valley Advisor Group held 17,116 shares of iShares Yield Optimized Bond ETF worth $386K as of Q1 2026.
Great Valley Advisor Group sold 3,932 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $89.6K.
iShares Yield Optimized Bond ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #755 holding.
Great Valley Advisor Group first reported a position in iShares Yield Optimized Bond ETF in Q4 2023 and has held it in 10 quarters since.
Great Valley Advisor Group's iShares Yield Optimized Bond ETF position peaked at $1.96M in Q1 2024.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.