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Laffer Tengler Investments’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Laffer Tengler Investments’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 		$1.46M Buy
64,796
+25,714
+66% +$586K 0.22% 96
2025
Q4 		$890K Buy
+39,082
New +$894K 0.14% 99

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

Laffer Tengler Investments's BYLD Position: Q1 2026 in Review

Laffer Tengler Investments increased its iShares Yield Optimized Bond ETF (BYLD) stake by 66% in Q1 2026, buying an estimated $586K and bringing the position to 64,796 shares worth $1.46M. The position accounts for 0.22% of the portfolio, ranked #96.

Laffer Tengler Investments first reported a position in BYLD in Q4 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Laffer Tengler Investments held 64,796 shares of iShares Yield Optimized Bond ETF worth $1.46M as of Q1 2026.
  • Laffer Tengler Investments bought 25,714 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $586K.
  • iShares Yield Optimized Bond ETF made up 0.22% of Laffer Tengler Investments's portfolio in Q1 2026, its #96 holding.
  • Laffer Tengler Investments first reported a position in iShares Yield Optimized Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Laffer Tengler Investments's 13F filing for Q1 2026, filed 13 May 2026.