Osaic Holdings
BYLD icon

Osaic Holdings’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Osaic Holdings’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 		$8.33M Sell
369,867
-7,384
-2% -$168K 0.01% 1028
2025
Q4 		$8.59M Buy
377,251
+14,457
+4% +$331K 0.01% 1035
2025
Q3 		$8.31M Buy
362,794
+14,502
+4% +$329K 0.01% 1130
2025
Q2 		$7.88M Buy
348,292
+210,661
+153% +$4.68M 0.01% 966
2025
Q1 		$3.09M Buy
137,631
+6,649
+5% +$149K 0.01% 1342
2024
Q4 		$2.9M Buy
130,982
+21,442
+20% +$482K 0.01% 1386
2024
Q3 		$2.51M Buy
109,540
+8,059
+8% +$182K 0.01% 1520
2024
Q2 		$2.25M Buy
101,481
+5,120
+5% +$113K 0.01% 1529
2024
Q1 		$2.15M Buy
96,361
+49,516
+106% +$1.1M ﹤0.01% 1640
2023
Q4 		$1.05M Sell
46,845
-2,048
-4% -$44.3K ﹤0.01% 2462
2023
Q3 		$1.05M Sell
48,893
-4,126
-8% -$89.7K ﹤0.01% 2598
2023
Q2 		$1.16M Sell
53,019
-14,814
-22% -$325K ﹤0.01% 2368
2023
Q1 		$1.49M Buy
67,833
+6,176
+10% +$135K ﹤0.01% 2085
2022
Q4 		$1.34M Buy
61,657
+89
+0.1% +$1.92K ﹤0.01% 2087
2022
Q3 		$1.31M Sell
61,568
-5,301
-8% -$117K ﹤0.01% 1966
2022
Q2 		$1.48M Sell
66,869
-61,234
-48% -$1.38M ﹤0.01% 1910
2022
Q1 		$3.01M Buy
128,103
+43,523
+51% +$1.05M 0.01% 1591
2021
Q4 		$2.11M Sell
84,580
-12,127
-13% -$303K ﹤0.01% 1736
2021
Q3 		$2.43M Sell
96,707
-4,748
-5% -$120K 0.01% 1542
2021
Q2 		$2.56M Sell
101,455
-4,325
-4% -$109K 0.01% 1508
2021
Q1 		$2.63M Sell
105,780
-6,410
-6% -$163K 0.01% 1390
2020
Q4 		$2.9M Buy
112,190
+21,322
+23% +$550K 0.01% 1182
2020
Q3 		$2.34M Buy
90,868
+834
+0.9% +$21.6K 0.01% 1211
2020
Q2 		$2.31M Sell
90,034
-20,801
-19% -$526K 0.01% 1175
2020
Q1 		$2.73M Buy
+110,835
New +$2.82M 0.01% 886

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings's BYLD Position: Q1 2026 in Review

Osaic Holdings reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 2% in Q1 2026, selling an estimated $168K and leaving 369,867 shares worth $8.33M. The position accounts for 0.01% of the portfolio, ranked #1028.

Osaic Holdings first reported a position in BYLD in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.59M in Q4 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Osaic Holdings held 369,867 shares of iShares Yield Optimized Bond ETF worth $8.33M as of Q1 2026.
  • Osaic Holdings sold 7,384 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $168K.
  • iShares Yield Optimized Bond ETF made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1028 holding.
  • Osaic Holdings first reported a position in iShares Yield Optimized Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares Yield Optimized Bond ETF position peaked at $8.59M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.