MWM
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Modern Wealth Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Modern Wealth Management’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 		$623K Sell
27,515
-88,660
-76% -$2M 0.01% 648
2026
Q1 		$2.62M Buy
+116,175
New +$2.65M 0.04% 274

Other funds holding BYLD

HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

Modern Wealth Management's BYLD Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 76% in Q2 2026, selling an estimated $2M and leaving 27,515 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #648.

Modern Wealth Management first reported a position in BYLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.62M in Q1 2026. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Modern Wealth Management held 27,515 shares of iShares Yield Optimized Bond ETF worth $623K as of Q2 2026.
  • Modern Wealth Management sold 88,660 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $2M.
  • iShares Yield Optimized Bond ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #648 holding.
  • Modern Wealth Management first reported a position in iShares Yield Optimized Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Modern Wealth Management's iShares Yield Optimized Bond ETF position peaked at $2.62M in Q1 2026.
  • 79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.