Keel Point’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Keel Point’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	–	Sell	-9,644	Closed	-$217K	–	520
2026 Q1	$217K	Buy	+9,644	New	+$220K	0.01%	431

Other funds holding BYLD

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Keel Point's BYLD Position: Q2 2026 in Review

Keel Point sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2026, closing a stake of 9,644 shares — an estimated $217K sold.

Keel Point first reported a position in BYLD in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Keel Point reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2026 after selling out during the quarter.
Keel Point sold 9,644 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $217K.
Keel Point first reported a position in iShares Yield Optimized Bond ETF in Q1 2026 and held it in 1 quarter.
Keel Point's iShares Yield Optimized Bond ETF position peaked at $217K in Q1 2026.
79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.