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 Q1	$2.62M	Buy	+116,175	New	+$2.65M	0.04%	274

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 $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Modern Wealth Management's BYLD Position: Q1 2026 in Review

Modern Wealth Management opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q1 2026: 116,175 shares worth $2.62M. The stake represents 0.04% of the portfolio and ranks #274 among its holdings.

74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Modern Wealth Management held 116,175 shares of iShares Yield Optimized Bond ETF worth $2.62M as of Q1 2026.
iShares Yield Optimized Bond ETF was a new Modern Wealth Management position in Q1 2026.
iShares Yield Optimized Bond ETF made up 0.04% of Modern Wealth Management's portfolio in Q1 2026, its #274 holding.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.