Jones Financial Companies
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Jones Financial Companies’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Jones Financial Companies’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 		$14.2K Buy
+635
New +$14.5K ﹤0.01% 3439
2025
Q1 		– Sell
-27
Closed -$598 – 3728
2024
Q4 		$598 Buy
+27
New +$607 ﹤0.01% 3211

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies's BYLD Position: Q1 2026 in Review

Jones Financial Companies opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q1 2026: 635 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #3439 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in BYLD as recently as Q4 2024.

Jones Financial Companies first reported a position in BYLD in Q4 2024 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Jones Financial Companies held 635 shares of iShares Yield Optimized Bond ETF worth $14.2K as of Q1 2026.
  • iShares Yield Optimized Bond ETF was a new Jones Financial Companies position in Q1 2026.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3439 holding.
  • Jones Financial Companies first reported a position in iShares Yield Optimized Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.