HFO
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Heritage Family Offices’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Heritage Family Offices’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 		$211K Sell
9,314
-18,742
-67% -$424K 0.08% 217
2026
Q1 		$632K Buy
28,056
+253
+0.9% +$5.76K 0.28% 84
2025
Q4 		$633K Buy
+27,803
New +$636K 0.29% 82

Other funds holding BYLD

HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
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

Heritage Family Offices's BYLD Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 67% in Q2 2026, selling an estimated $424K and leaving 9,314 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #217.

Heritage Family Offices first reported a position in BYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $633K in Q4 2025. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Heritage Family Offices held 9,314 shares of iShares Yield Optimized Bond ETF worth $211K as of Q2 2026.
  • Heritage Family Offices sold 18,742 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $424K.
  • iShares Yield Optimized Bond ETF made up 0.08% of Heritage Family Offices's portfolio in Q2 2026, its #217 holding.
  • Heritage Family Offices first reported a position in iShares Yield Optimized Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Heritage Family Offices's iShares Yield Optimized Bond ETF position peaked at $633K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.