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

IronOak Wealth’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
2024
Q4 		$4.98M Buy
+224,571
New +$5.05M 5.57% 1

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

IronOak Wealth's BYLD Position: Q4 2024 in Review

IronOak Wealth opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q4 2024: 224,571 shares worth $4.98M. The stake represents 5.57% of the portfolio and ranks #1 among its holdings.

65 funds tracked by Wall St. Rank hold BYLD as of Q4 2024.

  • IronOak Wealth held 224,571 shares of iShares Yield Optimized Bond ETF worth $4.98M as of Q4 2024.
  • iShares Yield Optimized Bond ETF was a new IronOak Wealth position in Q4 2024.
  • iShares Yield Optimized Bond ETF made up 5.57% of IronOak Wealth's portfolio in Q4 2024, its #1 holding.
  • 65 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.