O'Donnell Financial Services’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

O'Donnell Financial Services’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 Q3	$208K	Buy	+9,656	New	+$215K	0.06%	73

Other funds holding BYLD

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

PlanVest Financial Gaithersburg, Maryland $156M AUM

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

O'Donnell Financial Services's BYLD Position: Q3 2026 in Review

O'Donnell Financial Services opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q3 2026: 9,656 shares worth $208K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings.

41 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

O'Donnell Financial Services held 9,656 shares of iShares Yield Optimized Bond ETF worth $208K as of Q3 2026.
iShares Yield Optimized Bond ETF was a new O'Donnell Financial Services position in Q3 2026.
iShares Yield Optimized Bond ETF made up 0.06% of O'Donnell Financial Services's portfolio in Q3 2026, its #73 holding.
41 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

Based on O'Donnell Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.