Members Trust
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Members Trust’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Members Trust’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 		$50.3M Buy
2,222,630
+2,132,457
+2,365% +$48.2M 1.57% 15
2026
Q1 		$2.03M Buy
90,173
+69,000
+326% +$1.57M 0.07% 32
2025
Q4 		$482K Buy
+21,173
New +$484K 0.02% 92

Other funds holding BYLD

HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Members Trust's BYLD Position: Q2 2026 in Review

Members Trust increased its iShares Yield Optimized Bond ETF (BYLD) stake by 2,365% in Q2 2026, buying an estimated $48.2M and bringing the position to 2,222,630 shares worth $50.3M. The position accounts for 1.57% of the portfolio, ranked #15.

Members Trust first reported a position in BYLD in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Members Trust held 2,222,630 shares of iShares Yield Optimized Bond ETF worth $50.3M as of Q2 2026.
  • Members Trust bought 2,132,457 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $48.2M.
  • iShares Yield Optimized Bond ETF made up 1.57% of Members Trust's portfolio in Q2 2026, its #15 holding.
  • Members Trust first reported a position in iShares Yield Optimized Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Members Trust's 13F filing for Q2 2026, filed 31 Jul 2026.