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 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%	3025
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

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

IFP Advisors's BYLD Position: Q1 2026 in Review

IFP Advisors held its iShares Yield Optimized Bond ETF (BYLD) position steady in Q1 2026 at 777 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

IFP Advisors first reported a position in BYLD in Q4 2017 and has held it in 7 quarters since. The position peaked at $21K in Q3 2022. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

IFP Advisors held 777 shares of iShares Yield Optimized Bond ETF worth $17.5K as of Q1 2026.
IFP Advisors left its iShares Yield Optimized Bond ETF share count unchanged in Q1 2026.
iShares Yield Optimized Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2845 holding.
IFP Advisors first reported a position in iShares Yield Optimized Bond ETF in Q4 2017 and has held it in 7 quarters since.
IFP Advisors's iShares Yield Optimized Bond ETF position peaked at $21K in Q3 2022.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.