Moisand Fitzgerald Tamayo’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Moisand Fitzgerald Tamayo’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	$8.74K	Hold	386	–	–	﹤0.01%	385
2026 Q1	$8.7K	Hold	386	–	–	﹤0.01%	355
2025 Q4	$8.79K	Hold	386	–	–	﹤0.01%	359
2025 Q3	$8.85K	Hold	386	–	–	﹤0.01%	369
2025 Q2	$8.73K	Hold	386	–	–	﹤0.01%	361
2025 Q1	$8.66K	Hold	386	–	–	﹤0.01%	359
2024 Q4	$8.56K	Hold	386	–	–	﹤0.01%	361
2024 Q3	$8.85K	Hold	386	–	–	﹤0.01%	368
2024 Q2	$8.56K	Hold	386	–	–	﹤0.01%	322
2024 Q1	$8.63K	Hold	386	–	–	﹤0.01%	329
2023 Q4	$8.66K	Hold	386	–	–	﹤0.01%	353
2023 Q3	$8.25K	Hold	386	–	–	﹤0.01%	356
2023 Q2	$8.47K	Hold	386	–	–	﹤0.01%	339
2023 Q1	$8.51K	Hold	386	–	–	﹤0.01%	343
2022 Q4	$8.37K	Hold	386	–	–	﹤0.01%	338
2022 Q3	$8K	Hold	386	–	–	﹤0.01%	299
2022 Q2	$9K	Buy	+386	New	+$8.7K	﹤0.01%	276
2022 Q1	–	Sell	-386	Closed	-$10K	–	521
2021 Q4	$10K	Hold	386	–	–	﹤0.01%	252
2021 Q3	$10K	Hold	386	–	–	﹤0.01%	244
2021 Q2	$10K	Hold	386	–	–	﹤0.01%	261
2021 Q1	$10K	Hold	386	–	–	﹤0.01%	213
2020 Q4	$10K	Hold	386	–	–	﹤0.01%	213
2020 Q3	$10K	Buy	+386	New	+$9.98K	0.01%	187

Other funds holding BYLD

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PEWA

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BYLD Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares Yield Optimized Bond ETF (BYLD) position steady in Q2 2026 at 386 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Moisand Fitzgerald Tamayo first reported a position in BYLD in Q3 2020 and has held it in 23 quarters since. The position peaked at $10K in Q4 2021. 9 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Moisand Fitzgerald Tamayo held 386 shares of iShares Yield Optimized Bond ETF worth $8.74K as of Q2 2026.
Moisand Fitzgerald Tamayo left its iShares Yield Optimized Bond ETF share count unchanged in Q2 2026.
iShares Yield Optimized Bond ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #385 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares Yield Optimized Bond ETF in Q3 2020 and has held it in 23 quarters since.
Moisand Fitzgerald Tamayo's iShares Yield Optimized Bond ETF position peaked at $10K in Q4 2021.
9 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.