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
Q2 		$11.7K Sell
515
-120
-19% -$2.71K ﹤0.01% 3733
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 $785M AUM 33.76% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Jones Financial Companies's BYLD Position: Q2 2026 in Review

Jones Financial Companies reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 19% in Q2 2026, selling an estimated $2.71K and leaving 515 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

Jones Financial Companies first reported a position in BYLD in Q4 2024 and has held it in 3 quarters since. The position peaked at $14.2K in Q1 2026. 78 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Jones Financial Companies held 515 shares of iShares Yield Optimized Bond ETF worth $11.7K as of Q2 2026.
  • Jones Financial Companies sold 120 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $2.71K.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3733 holding.
  • Jones Financial Companies first reported a position in iShares Yield Optimized Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Jones Financial Companies's iShares Yield Optimized Bond ETF position peaked at $14.2K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.