Harbour Investments’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Harbour Investments’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	$19.4K	Hold	859	–	–	﹤0.01%	2910
2025 Q4	$19.6K	Hold	859	–	–	﹤0.01%	2425
2025 Q3	$19.7K	Sell	859 -1,064	-55%	-$24.1K	﹤0.01%	2347
2025 Q2	$43.5K	Hold	1,923	–	–	﹤0.01%	1898
2025 Q1	$43.1K	Sell	1,923 -83,567	-98%	-$1.87M	﹤0.01%	1833
2024 Q4	$1.89M	Buy	85,490 +2,791	+3%	+$62.8K	0.05%	303
2024 Q3	$1.9M	Buy	+82,699	New	+$1.86M	0.06%	286
2023 Q2	–	Sell	-6,950	Closed	-$153K	–	3038
2023 Q1	$153K	Hold	6,950	–	–	0.01%	867
2022 Q4	$151K	Sell	6,950 -900	-11%	-$19.4K	0.01%	842
2022 Q3	$173K	Hold	7,850	–	–	0.01%	741
2022 Q2	$173K	Buy	+7,850	New	+$177K	0.01%	741
2021 Q4	$174K	Sell	6,950 -1,300	-16%	-$32.5K	0.01%	775
2021 Q3	$207K	Hold	8,250	–	–	0.01%	1004
2021 Q2	$208K	Sell	8,250 -1,000	-11%	-$25.1K	0.01%	1022
2021 Q1	$231K	Buy	+9,250	New	+$235K	0.01%	903

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

Harbour Investments's BYLD Position: Q1 2026 in Review

Harbour Investments held its iShares Yield Optimized Bond ETF (BYLD) position steady in Q1 2026 at 859 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2910.

Harbour Investments first reported a position in BYLD in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.9M in Q3 2024. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Harbour Investments held 859 shares of iShares Yield Optimized Bond ETF worth $19.4K as of Q1 2026.
Harbour Investments left its iShares Yield Optimized Bond ETF share count unchanged in Q1 2026.
iShares Yield Optimized Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2910 holding.
Harbour Investments first reported a position in iShares Yield Optimized Bond ETF in Q1 2021 and has held it in 15 quarters since.
Harbour Investments's iShares Yield Optimized Bond ETF position peaked at $1.9M in Q3 2024.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.