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KLCM Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

KLCM Advisors’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 		$208K Sell
9,238
-832
-8% -$19K 0.02% 255
2025
Q4 		$229K Buy
+10,070
New +$230K 0.02% 217

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

KLCM Advisors's BYLD Position: Q1 2026 in Review

KLCM Advisors reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 8.3% in Q1 2026, selling an estimated $19K and leaving 9,238 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #255.

KLCM Advisors first reported a position in BYLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $229K in Q4 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • KLCM Advisors held 9,238 shares of iShares Yield Optimized Bond ETF worth $208K as of Q1 2026.
  • KLCM Advisors sold 832 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $19K.
  • iShares Yield Optimized Bond ETF made up 0.02% of KLCM Advisors's portfolio in Q1 2026, its #255 holding.
  • KLCM Advisors first reported a position in iShares Yield Optimized Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • KLCM Advisors's iShares Yield Optimized Bond ETF position peaked at $229K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.