Horizon Wealth Management
BYLD icon

Horizon Wealth Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Horizon Wealth Management’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
Q3 		$36.5M Sell
1,695,380
-816,154
-32% -$18.2M 4.6% 4
2026
Q2 		$56.9M Buy
2,511,534
+210,911
+9% +$4.77M 7.25% 1
2026
Q1 		$51.8M Buy
+2,300,623
New +$52.4M 7.6% 1

Other funds holding BYLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Horizon Wealth Management's BYLD Position: Q3 2026 in Review

Horizon Wealth Management reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 32% in Q3 2026, selling an estimated $18.2M and leaving 1,695,380 shares worth $36.5M. The position accounts for 4.6% of the portfolio, ranked #4.

Horizon Wealth Management first reported a position in BYLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $56.9M in Q2 2026. 52 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

  • Horizon Wealth Management held 1,695,380 shares of iShares Yield Optimized Bond ETF worth $36.5M as of Q3 2026.
  • Horizon Wealth Management sold 816,154 iShares Yield Optimized Bond ETF shares in Q3 2026, an estimated $18.2M.
  • iShares Yield Optimized Bond ETF made up 4.6% of Horizon Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Horizon Wealth Management first reported a position in iShares Yield Optimized Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Horizon Wealth Management's iShares Yield Optimized Bond ETF position peaked at $56.9M in Q2 2026.
  • 52 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

Based on Horizon Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.