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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
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 $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

Kestra Advisory Services's BYLD Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares Yield Optimized Bond ETF (BYLD) stake by 278% in Q1 2026, buying an estimated $362K and bringing the position to 21,592 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Kestra Advisory Services first reported a position in BYLD in Q4 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Kestra Advisory Services held 21,592 shares of iShares Yield Optimized Bond ETF worth $486K as of Q1 2026.
  • Kestra Advisory Services bought 15,884 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $362K.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2248 holding.
  • Kestra Advisory Services first reported a position in iShares Yield Optimized Bond ETF in Q4 2025 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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.