MFG
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Mendota Financial Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Mendota Financial Group’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 		– Sell
-2,130
Closed -$48.5K – 39
2025
Q4 		$48.5K Sell
2,130
-219
-9% -$5.01K 0.04% 66
2025
Q3 		$53.8K Hold
2,349
– – 0.04% 70
2025
Q2 		$53.1K Hold
2,349
– – 0.05% 52
2025
Q1 		$52.7K Hold
2,349
– – 0.06% 49
2024
Q4 		$52.1K Hold
2,349
– – 0.03% 158
2024
Q3 		$53.8K Hold
2,349
– – 0.03% 172
2024
Q2 		$52.1K Buy
2,349
+10
+0.4% +$221 0.03% 169
2024
Q1 		$52.3K Buy
+2,339
New +$52.1K 0.03% 178

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

Mendota Financial Group's BYLD Position: Q1 2026 in Review

Mendota Financial Group sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2026, closing a stake of 2,130 shares — an estimated $48.5K sold.

Mendota Financial Group first reported a position in BYLD in Q1 2024 and held it in 8 quarters. The position peaked at $53.8K in Q3 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Mendota Financial Group reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mendota Financial Group sold 2,130 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $48.5K.
  • Mendota Financial Group first reported a position in iShares Yield Optimized Bond ETF in Q1 2024 and held it in 8 quarters.
  • Mendota Financial Group's iShares Yield Optimized Bond ETF position peaked at $53.8K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.