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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
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 $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 Private Wealth Services's BYLD Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Yield Optimized Bond ETF (BYLD) stake by 8.8% in Q1 2026, buying an estimated $223K and bringing the position to 121,834 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #466.

Kestra Private Wealth Services first reported a position in BYLD in Q1 2025 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Kestra Private Wealth Services held 121,834 shares of iShares Yield Optimized Bond ETF worth $2.74M as of Q1 2026.
  • Kestra Private Wealth Services bought 9,804 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $223K.
  • iShares Yield Optimized Bond ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #466 holding.
  • Kestra Private Wealth Services first reported a position in iShares Yield Optimized Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.