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

Partners 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 Q1	$1.2M	Sell	53,139 -3,763	-7%	-$85.7K	1.23%	19
2025 Q4	$1.3M	Sell	56,902 -972	-2%	-$22.2K	1.35%	18
2025 Q3	$1.33M	Sell	57,874 -1,388	-2%	-$31.5K	1.31%	19
2025 Q2	$1.33M	Hold	59,262	–	–	1.52%	18
2025 Q1	$1.33M	Sell	59,262 -582	-1%	-$13K	1.51%	18
2024 Q4	$1.33M	Buy	+59,844	New	+$1.35M	1.51%	18

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

Partners Wealth Management's BYLD Position: Q1 2026 in Review

Partners Wealth Management reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 6.6% in Q1 2026, selling an estimated $85.7K and leaving 53,139 shares worth $1.2M. The position accounts for 1.23% of the portfolio, ranked #19.

Partners Wealth Management first reported a position in BYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.33M in Q2 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Partners Wealth Management held 53,139 shares of iShares Yield Optimized Bond ETF worth $1.2M as of Q1 2026.
Partners Wealth Management sold 3,763 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $85.7K.
iShares Yield Optimized Bond ETF made up 1.23% of Partners Wealth Management's portfolio in Q1 2026, its #19 holding.
Partners Wealth Management first reported a position in iShares Yield Optimized Bond ETF in Q4 2024 and has held it in 6 quarters since.
Partners Wealth Management's iShares Yield Optimized Bond ETF position peaked at $1.33M in Q2 2025.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Partners Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.