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

LWM 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
2026 Q2	–	Sell	-28,268	Closed	-$637K	–	81
2026 Q1	$637K	Sell	28,268 -105,319	-79%	-$2.4M	0.68%	29
2025 Q4	$3.04M	Buy	133,587 +5,303	+4%	+$121K	1.78%	14
2025 Q3	$2.94M	Sell	128,284 -9,059	-7%	-$205K	1.71%	14
2025 Q2	$3.11M	Buy	137,343 +500	+0.4%	+$11.1K	2.14%	13
2025 Q1	$3.07M	Buy	136,843 +5,807	+4%	+$130K	2.13%	14
2024 Q4	$2.9M	Buy	131,036 +13,877	+12%	+$312K	2.02%	14
2024 Q3	$2.69M	Sell	117,159 -7,097	-6%	-$160K	1.99%	13
2024 Q2	$2.76M	Buy	124,256 +5,972	+5%	+$132K	2.31%	11
2024 Q1	$2.64M	Buy	118,284 +21,404	+22%	+$477K	2.12%	12
2023 Q4	$2.17M	Sell	96,880 -23,559	-20%	-$510K	1.91%	11
2023 Q3	$2.57M	Buy	+120,439	New	+$2.62M	2.76%	7

Other funds holding BYLD

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LWM Advisory Services's BYLD Position: Q2 2026 in Review

LWM Advisory Services sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2026, closing a stake of 28,268 shares — an estimated $637K sold.

LWM Advisory Services first reported a position in BYLD in Q3 2023 and held it in 11 quarters. The position peaked at $3.11M in Q2 2025. 78 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

LWM Advisory Services reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2026 after selling out during the quarter.
LWM Advisory Services sold 28,268 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $637K.
LWM Advisory Services first reported a position in iShares Yield Optimized Bond ETF in Q3 2023 and held it in 11 quarters.
LWM Advisory Services's iShares Yield Optimized Bond ETF position peaked at $3.11M in Q2 2025.
78 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.