MML Investors Services
BYLD icon

MML Investors Services’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

MML Investors 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
2024
Q4 		– Sell
-25,305
Closed -$580K – 2674
2024
Q3 		$580K Buy
25,305
+5,664
+29% +$128K ﹤0.01% 1774
2024
Q2 		$436K Buy
+19,641
New +$434K ﹤0.01% 1874

Other funds holding BYLD

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
IW
IronOak Wealth Cedar Park, Texas $103M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $689M AUM 21.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services's BYLD Position: Q4 2024 in Review

MML Investors Services sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2024, closing a stake of 25,305 shares — an estimated $580K sold.

MML Investors Services first reported a position in BYLD in Q2 2024 and held it in 2 quarters. The position peaked at $580K in Q3 2024. 65 funds tracked by Wall St. Rank hold BYLD as of Q4 2024.

  • MML Investors Services reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MML Investors Services sold 25,305 iShares Yield Optimized Bond ETF shares in Q4 2024, an estimated $580K.
  • MML Investors Services first reported a position in iShares Yield Optimized Bond ETF in Q2 2024 and held it in 2 quarters.
  • MML Investors Services's iShares Yield Optimized Bond ETF position peaked at $580K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2024.

Based on MML Investors Services's 13F filing for Q4 2024, filed 13 Feb 2025.