LPL Financial
BYLD icon

LPL Financial’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

LPL Financial’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 		$22.7M Buy
1,008,996
+65,402
+7% +$1.49M 0.01% 1376
2025
Q4 		$21.5M Buy
943,594
+95,537
+11% +$2.19M 0.01% 1375
2025
Q3 		$19.4M Buy
848,057
+9,860
+1% +$224K 0.01% 1385
2025
Q2 		$19M Buy
838,197
+35,144
+4% +$781K 0.01% 1293
2025
Q1 		$18M Buy
803,053
+117,353
+17% +$2.62M 0.01% 1211
2024
Q4 		$15.2M Sell
685,700
-45,061
-6% -$1.01M 0.01% 1242
2024
Q3 		$16.7M Buy
730,761
+181,418
+33% +$4.09M 0.01% 1142
2024
Q2 		$12.2M Buy
549,343
+237,137
+76% +$5.24M 0.01% 1245
2024
Q1 		$6.98M Buy
312,206
+175,988
+129% +$3.92M ﹤0.01% 1560
2023
Q4 		$3.06M Buy
136,218
+42,272
+45% +$914K ﹤0.01% 2068
2023
Q3 		$2.01M Buy
93,946
+36,540
+64% +$794K ﹤0.01% 2274
2023
Q2 		$1.26M Sell
57,406
-4,068
-7% -$89.2K ﹤0.01% 2652
2023
Q1 		$1.35M Sell
61,474
-2,041
-3% -$44.7K ﹤0.01% 2504
2022
Q4 		$1.38M Sell
63,515
-5,633
-8% -$122K ﹤0.01% 2388
2022
Q3 		$1.47M Sell
69,148
-11,609
-14% -$257K ﹤0.01% 2219
2022
Q2 		$1.78M Sell
80,757
-6,668
-8% -$150K ﹤0.01% 2107
2022
Q1 		$2.06M Sell
87,425
-16,270
-16% -$392K ﹤0.01% 2044
2021
Q4 		$2.59M Sell
103,695
-84,523
-45% -$2.11M ﹤0.01% 1904
2021
Q3 		$4.73M Buy
188,218
+9,667
+5% +$245K ﹤0.01% 1436
2021
Q2 		$4.51M Sell
178,551
-15,487
-8% -$389K ﹤0.01% 1415
2021
Q1 		$4.84M Sell
194,038
-22,218
-10% -$563K 0.01% 1256
2020
Q4 		$5.59M Buy
216,256
+22,630
+12% +$584K 0.01% 1059
2020
Q3 		$4.98M Buy
193,626
+11,099
+6% +$287K 0.01% 961
2020
Q2 		$4.68M Sell
182,527
-85,370
-32% -$2.16M 0.01% 914
2020
Q1 		$6.61M Buy
267,897
+55,000
+26% +$1.4M 0.01% 642
2019
Q4 		$5.46M Buy
212,897
+87,175
+69% +$2.23M 0.01% 809
2019
Q3 		$3.22M Buy
125,722
+10,763
+9% +$274K 0.01% 983
2019
Q2 		$2.91M Buy
114,959
+24,435
+27% +$606K 0.01% 1039
2019
Q1 		$2.24M Buy
90,524
+3,806
+4% +$92.2K 0.01% 1135
2018
Q4 		$2.05M Sell
86,718
-4,788
-5% -$114K 0.01% 1063
2018
Q3 		$2.21M Buy
91,506
+6,192
+7% +$150K 0.01% 1118
2018
Q2 		$2.06M Sell
85,314
-2,460
-3% -$59.5K 0.01% 1118
2018
Q1 		$2.15M Buy
87,774
+4,487
+5% +$110K 0.01% 1076
2017
Q4 		$2.08M Buy
83,287
+22,363
+37% +$560K 0.01% 1033
2017
Q3 		$1.53M Buy
60,924
+11,288
+23% +$283K 0.01% 1142
2017
Q2 		$1.25M Buy
49,636
+26,017
+110% +$650K ﹤0.01% 1233
2017
Q1 		$588K Buy
23,619
+7,161
+44% +$177K ﹤0.01% 1658
2016
Q4 		$406K Buy
16,458
+3,112
+23% +$77.3K ﹤0.01% 1920
2016
Q3 		$336K Buy
13,346
+3,892
+41% +$98.1K ﹤0.01% 2036
2016
Q2 		$238K Sell
9,454
-6,884
-42% -$171K ﹤0.01% 2256
2016
Q1 		$402K Buy
+16,338
New +$396K ﹤0.01% 2308

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
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 $424B AUM 22.94% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial's BYLD Position: Q1 2026 in Review

LPL Financial increased its iShares Yield Optimized Bond ETF (BYLD) stake by 6.9% in Q1 2026, buying an estimated $1.49M and bringing the position to 1,008,996 shares worth $22.7M. The position accounts for 0.01% of the portfolio, ranked #1376.

LPL Financial first reported a position in BYLD in Q1 2016 and has held it in 41 quarters since. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • LPL Financial held 1,008,996 shares of iShares Yield Optimized Bond ETF worth $22.7M as of Q1 2026.
  • LPL Financial bought 65,402 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $1.49M.
  • iShares Yield Optimized Bond ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1376 holding.
  • LPL Financial first reported a position in iShares Yield Optimized Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.