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Heritage Wealth Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Heritage Wealth Advisors’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
Q2 		– Sell
-53
Closed -$1.19K – 579
2025
Q1 		$1.19K Buy
+53
New +$1.19K ﹤0.01% 526

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

Heritage Wealth Advisors's BYLD Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2025, closing a stake of 53 shares — an estimated $1.19K sold.

Heritage Wealth Advisors first reported a position in BYLD in Q1 2025 and held it in 1 quarter. The position peaked at $1.19K in Q1 2025. 63 funds tracked by Wall St. Rank hold BYLD as of Q2 2025.

  • Heritage Wealth Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 53 iShares Yield Optimized Bond ETF shares in Q2 2025, an estimated $1.19K.
  • Heritage Wealth Advisors first reported a position in iShares Yield Optimized Bond ETF in Q1 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's iShares Yield Optimized Bond ETF position peaked at $1.19K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.