Morgan Stanley’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Morgan Stanley’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	$38.9K	Buy	1,725 +1	+0.1%	+$23	﹤0.01%	6512
2025 Q4	$39.3K	Sell	1,724 -434	-20%	-$9.93K	﹤0.01%	6501
2025 Q3	$49.5K	Buy	2,158 +1,736	+411%	+$39.4K	﹤0.01%	6395
2025 Q2	$9.54K	Sell	422 -1	-0.2%	-$22	﹤0.01%	6868
2025 Q1	$9.5K	Hold	423	–	–	﹤0.01%	6818
2024 Q4	$9.39K	Buy	423 +223	+112%	+$5.02K	﹤0.01%	6827
2024 Q3	$4.59K	Sell	200 -1	-0.5%	-$23	﹤0.01%	6934
2024 Q2	$4.47K	Buy	201 +1	+0.5%	+$22	﹤0.01%	6877
2024 Q1	$4.49K	Sell	200 -202	-50%	-$4.5K	﹤0.01%	6916
2023 Q4	$9.02K	Buy	402 +203	+102%	+$4.39K	﹤0.01%	6855
2023 Q3	$4.25K	Hold	199	–	–	﹤0.01%	6948
2023 Q2	$4.37K	Hold	199	–	–	﹤0.01%	7016
2023 Q1	$4.39K	Buy	+199	New	+$4.36K	﹤0.01%	7083
2022 Q2	–	Sell	-1,480	Closed	-$35K	–	7819
2022 Q1	$35K	Buy	1,480 +2	+0.1%	+$48	﹤0.01%	6864
2021 Q4	$37K	Hold	1,478	–	–	﹤0.01%	6947
2021 Q3	$37K	Hold	1,478	–	–	﹤0.01%	6843
2021 Q2	$37K	Hold	1,478	–	–	﹤0.01%	6791
2021 Q1	$37K	Hold	1,478	–	–	﹤0.01%	6487
2020 Q4	$38K	Buy	+1,478	New	+$38.1K	﹤0.01%	6235

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

Morgan Stanley's BYLD Position: Q1 2026 in Review

Morgan Stanley increased its iShares Yield Optimized Bond ETF (BYLD) stake by 0.06% in Q1 2026, buying an estimated $23 and bringing the position to 1,725 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6512.

Morgan Stanley first reported a position in BYLD in Q4 2020 and has held it in 19 quarters since. The position peaked at $49.5K in Q3 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Morgan Stanley held 1,725 shares of iShares Yield Optimized Bond ETF worth $38.9K as of Q1 2026.
Morgan Stanley bought 1 iShares Yield Optimized Bond ETF share in Q1 2026, an estimated $23.
iShares Yield Optimized Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6512 holding.
Morgan Stanley first reported a position in iShares Yield Optimized Bond ETF in Q4 2020 and has held it in 19 quarters since.
Morgan Stanley's iShares Yield Optimized Bond ETF position peaked at $49.5K in Q3 2025.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.