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 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

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 Private Wealth Services's BYLD Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 3% in Q2 2026, selling an estimated $81.7K and leaving 118,220 shares worth $2.68M. 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 6 quarters since. The position peaked at $2.74M in Q1 2026. 78 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Kestra Private Wealth Services held 118,220 shares of iShares Yield Optimized Bond ETF worth $2.68M as of Q2 2026.
Kestra Private Wealth Services sold 3,614 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $81.7K.
iShares Yield Optimized Bond ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 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 6 quarters since.
Kestra Private Wealth Services's iShares Yield Optimized Bond ETF position peaked at $2.74M in Q1 2026.
78 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

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