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

Kestra Private Wealth 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	$2.74M	Buy	127,150 +8,930	+8%	+$199K	0.03%	502
2026 Q2	$2.68M	Sell	118,220 -3,614	-3%	-$81.7K	0.03%	502
2026 Q1	$2.74M	Buy	121,834 +9,804	+9%	+$223K	0.03%	466
2025 Q4	$2.55M	Buy	112,030 +14,277	+15%	+$327K	0.03%	469
2025 Q3	$2.24M	Buy	97,753 +12,643	+15%	+$287K	0.03%	489
2025 Q2	$1.92M	Buy	85,110 +58,251	+217%	+$1.3M	0.03%	514
2025 Q1	$602K	Buy	+26,859	New	+$600K	0.01%	871

Other funds holding BYLD

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

Argyle Capital Partners Los Angeles, California $162M AUM 17.29% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Kestra Private Wealth Services's BYLD Position: Q3 2026 in Review

Kestra Private Wealth Services increased its iShares Yield Optimized Bond ETF (BYLD) stake by 7.6% in Q3 2026, buying an estimated $199K and bringing the position to 127,150 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #502.

Kestra Private Wealth Services first reported a position in BYLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.74M in Q1 2026. 19 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

Kestra Private Wealth Services held 127,150 shares of iShares Yield Optimized Bond ETF worth $2.74M as of Q3 2026.
Kestra Private Wealth Services bought 8,930 iShares Yield Optimized Bond ETF shares in Q3 2026, an estimated $199K.
iShares Yield Optimized Bond ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q3 2026, its #502 holding.
Kestra Private Wealth Services first reported a position in iShares Yield Optimized Bond ETF in Q1 2025 and has held it in 7 quarters since.
Kestra Private Wealth Services's iShares Yield Optimized Bond ETF position peaked at $2.74M in Q1 2026.
19 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.