KAS
BYLD icon

KPP Advisory Services’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

KPP 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
2025
Q2 		– Sell
-31,635
Closed -$709K – 310
2025
Q1 		$709K Sell
31,635
-119,411
-79% -$2.67M 0.13% 134
2024
Q4 		$3.35M Sell
151,046
-92,642
-38% -$2.08M 0.79% 31
2024
Q3 		$5.59M Buy
243,688
+82,960
+52% +$1.87M 1.34% 18
2024
Q2 		$3.56M Buy
160,728
+99,727
+163% +$2.2M 0.95% 26
2024
Q1 		$1.36M Buy
+61,001
New +$1.36M 0.37% 62

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $56M AUM 19.14% 1-Year Est. Return

KPP Advisory Services's BYLD Position: Q2 2025 in Review

KPP Advisory Services sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2025, closing a stake of 31,635 shares — an estimated $709K sold.

KPP Advisory Services first reported a position in BYLD in Q1 2024 and held it in 5 quarters. The position peaked at $5.59M in Q3 2024. 63 funds tracked by Wall St. Rank hold BYLD as of Q2 2025.

  • KPP Advisory Services reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2025 after selling out during the quarter.
  • KPP Advisory Services sold 31,635 iShares Yield Optimized Bond ETF shares in Q2 2025, an estimated $709K.
  • KPP Advisory Services first reported a position in iShares Yield Optimized Bond ETF in Q1 2024 and held it in 5 quarters.
  • KPP Advisory Services's iShares Yield Optimized Bond ETF position peaked at $5.59M in Q3 2024.
  • 63 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2025.

Based on KPP Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.