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

MTC 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	$4.53M	Buy	+199,896	New	+$4.52M	2.03%	14

Other funds holding BYLD

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

PWM

Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

HCM

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

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

MTC Wealth Management opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q2 2026: 199,896 shares worth $4.53M. The stake represents 2.03% of the portfolio and ranks #14 among its holdings.

34 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

MTC Wealth Management held 199,896 shares of iShares Yield Optimized Bond ETF worth $4.53M as of Q2 2026.
iShares Yield Optimized Bond ETF was a new MTC Wealth Management position in Q2 2026.
iShares Yield Optimized Bond ETF made up 2.03% of MTC Wealth Management's portfolio in Q2 2026, its #14 holding.
34 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on MTC Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.