Kestra Advisory Services’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Kestra Advisory Services’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	$490K	Buy	21,623 +31	+0.1%	+$701	﹤0.01%	2364
2026 Q1	$486K	Buy	21,592 +15,884	+278%	+$362K	﹤0.01%	2248
2025 Q4	$130K	Buy	+5,708	New	+$131K	﹤0.01%	3230

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

Kestra Advisory Services's BYLD Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Yield Optimized Bond ETF (BYLD) stake by 0.14% in Q2 2026, buying an estimated $701 and bringing the position to 21,623 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Kestra Advisory Services first reported a position in BYLD in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Kestra Advisory Services held 21,623 shares of iShares Yield Optimized Bond ETF worth $490K as of Q2 2026.
Kestra Advisory Services bought 31 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $701.
iShares Yield Optimized Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2364 holding.
Kestra Advisory Services first reported a position in iShares Yield Optimized Bond ETF in Q4 2025 and has held it in 3 quarters since.
78 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.