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

IFP 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
2026 Q3	$55K	Buy	2,552 +1,775	+228%	+$39.5K	﹤0.01%	2340
2026 Q2	$17.6K	Hold	777	–	–	﹤0.01%	3053
2026 Q1	$17.5K	Hold	777	–	–	﹤0.01%	2845
2025 Q4	$17.7K	Hold	777	–	–	﹤0.01%	2778
2025 Q3	$17.8K	Buy	777 +133	+21%	+$3.02K	﹤0.01%	2638
2025 Q2	$14.6K	Buy	+644	New	+$14.3K	﹤0.01%	2717
2022 Q4	–	Sell	-870	Closed	-$21K	–	4627
2022 Q3	$21K	Buy	+870	New	+$19.3K	﹤0.01%	3024
2018 Q2	–	Sell	-235	Closed	-$6K	–	3883
2018 Q1	$6K	Hold	235	–	–	﹤0.01%	3052
2017 Q4	$6K	Buy	+235	New	+$5.88K	﹤0.01%	3098

Other funds holding BYLD

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

IFP Advisors's BYLD Position: Q3 2026 in Review

IFP Advisors increased its iShares Yield Optimized Bond ETF (BYLD) stake by 228% in Q3 2026, buying an estimated $39.5K and bringing the position to 2,552 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

IFP Advisors first reported a position in BYLD in Q4 2017 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

IFP Advisors held 2,552 shares of iShares Yield Optimized Bond ETF worth $55K as of Q3 2026.
IFP Advisors bought 1,775 iShares Yield Optimized Bond ETF shares in Q3 2026, an estimated $39.5K.
iShares Yield Optimized Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2340 holding.
IFP Advisors first reported a position in iShares Yield Optimized Bond ETF in Q4 2017 and has held it in 9 quarters since.
36 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.