NewEdge Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

NewEdge Advisors’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	$3.94K	Hold	175	–	–	﹤0.01%	3653
2025 Q4	$3.99K	Hold	175	–	–	﹤0.01%	3732
2025 Q3	$4.01K	Hold	175	–	–	﹤0.01%	3597
2025 Q2	$3.96K	Hold	175	–	–	﹤0.01%	3472
2025 Q1	$3.92K	Buy	+175	New	+$3.91K	﹤0.01%	3361
2024 Q3	–	Sell	-1,031	Closed	-$22.9K	–	3830
2024 Q2	$22.9K	Buy	1,031 +394	+62%	+$8.71K	﹤0.01%	2589
2024 Q1	$14.2K	Buy	637 +593	+1,348%	+$13.2K	﹤0.01%	2747
2023 Q4	$976	Buy	+44	New	+$952	﹤0.01%	3470
2022 Q2	–	Sell	-11,185	Closed	-$263K	–	1567
2022 Q1	$263K	Sell	11,185 -12,094	-52%	-$291K	﹤0.01%	974
2021 Q4	$582K	Buy	+23,279	New	+$582K	0.01%	997

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

NewEdge Advisors's BYLD Position: Q1 2026 in Review

NewEdge Advisors held its iShares Yield Optimized Bond ETF (BYLD) position steady in Q1 2026 at 175 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3653.

NewEdge Advisors first reported a position in BYLD in Q4 2021 and has held it in 10 quarters since. The position peaked at $582K in Q4 2021. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

NewEdge Advisors held 175 shares of iShares Yield Optimized Bond ETF worth $3.94K as of Q1 2026.
NewEdge Advisors left its iShares Yield Optimized Bond ETF share count unchanged in Q1 2026.
iShares Yield Optimized Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3653 holding.
NewEdge Advisors first reported a position in iShares Yield Optimized Bond ETF in Q4 2021 and has held it in 10 quarters since.
NewEdge Advisors's iShares Yield Optimized Bond ETF position peaked at $582K in Q4 2021.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.