Mariner’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Mariner’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	$7.34M	Buy	325,839 +26,595	+9%	+$606K	0.01%	887
2025 Q4	$6.82M	Buy	299,244 +43,047	+17%	+$985K	0.01%	869
2025 Q3	$5.87M	Buy	256,197 +12,078	+5%	+$274K	0.01%	859
2025 Q2	$5.52M	Buy	244,119 +35,974	+17%	+$800K	0.01%	827
2025 Q1	$4.67M	Buy	208,145 +75,052	+56%	+$1.68M	0.01%	843
2024 Q4	$2.95M	Buy	133,093 +49,726	+60%	+$1.12M	0.01%	1025
2024 Q3	$1.91M	Buy	83,367 +12,545	+18%	+$283K	﹤0.01%	1212
2024 Q2	$1.57M	Buy	70,822 +10,405	+17%	+$230K	﹤0.01%	1237
2024 Q1	$1.35M	Buy	60,417 +27,163	+82%	+$605K	﹤0.01%	1317
2023 Q4	$746K	Buy	33,254 +7,619	+30%	+$165K	﹤0.01%	1646
2023 Q3	$548K	Buy	25,635 +6,948	+37%	+$151K	﹤0.01%	1721
2023 Q2	$410K	Sell	18,687 -729,486	-98%	-$16M	﹤0.01%	1887
2023 Q1	$16.5M	Sell	748,173 -261,811	-26%	-$5.74M	0.05%	325
2022 Q4	$21.9M	Buy	+1,009,984	New	+$21.8M	0.07%	268

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Mariner's BYLD Position: Q1 2026 in Review

Mariner increased its iShares Yield Optimized Bond ETF (BYLD) stake by 8.9% in Q1 2026, buying an estimated $606K and bringing the position to 325,839 shares worth $7.34M. The position accounts for 0.01% of the portfolio, ranked #887.

Mariner first reported a position in BYLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.9M in Q4 2022. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Mariner held 325,839 shares of iShares Yield Optimized Bond ETF worth $7.34M as of Q1 2026.
Mariner bought 26,595 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $606K.
iShares Yield Optimized Bond ETF made up 0.01% of Mariner's portfolio in Q1 2026, its #887 holding.
Mariner first reported a position in iShares Yield Optimized Bond ETF in Q4 2022 and has held it in 14 quarters since.
Mariner's iShares Yield Optimized Bond ETF position peaked at $21.9M in Q4 2022.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.