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 Q3	$226K	Sell	10,509 -11,114	-51%	-$247K	﹤0.01%	3165
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

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Trivium Point Advisory Westport, Connecticut $1.11B AUM 19.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Kestra Advisory Services's BYLD Position: Q3 2026 in Review

Kestra Advisory Services reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 51% in Q3 2026, selling an estimated $247K and leaving 10,509 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

Kestra Advisory Services first reported a position in BYLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $490K in Q2 2026. 64 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

Kestra Advisory Services held 10,509 shares of iShares Yield Optimized Bond ETF worth $226K as of Q3 2026.
Kestra Advisory Services sold 11,114 iShares Yield Optimized Bond ETF shares in Q3 2026, an estimated $247K.
iShares Yield Optimized Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3165 holding.
Kestra Advisory Services first reported a position in iShares Yield Optimized Bond ETF in Q4 2025 and has held it in 4 quarters since.
Kestra Advisory Services's iShares Yield Optimized Bond ETF position peaked at $490K in Q2 2026.
64 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.