Pacific Excel Wealth Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Pacific Excel Wealth 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 Q2	$211K	Buy	+9,314	New	+$211K	0.08%	216

Other funds holding BYLD

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pacific Excel Wealth Advisors's BYLD Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q2 2026: 9,314 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #216 among its holdings.

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

Pacific Excel Wealth Advisors held 9,314 shares of iShares Yield Optimized Bond ETF worth $211K as of Q2 2026.
iShares Yield Optimized Bond ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
iShares Yield Optimized Bond ETF made up 0.08% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #216 holding.
79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.