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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 $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B 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
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return