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

&Partners’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
2025 Q2	–	Sell	-10,867	Closed	-$244K	–	2000
2025 Q1	$244K	Sell	10,867 -92,567	-89%	-$2.07M	﹤0.01%	1523
2024 Q4	$2.34M	Buy	103,434 +15,612	+18%	+$351K	0.03%	446
2024 Q3	$2.03M	Buy	+87,822	New	+$1.98M	0.04%	366

Other funds holding BYLD

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LAS

LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

&Partners's BYLD Position: Q2 2025 in Review

&Partners sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2025, closing a stake of 10,867 shares — an estimated $244K sold.

&Partners first reported a position in BYLD in Q3 2024 and held it in 3 quarters. The position peaked at $2.34M in Q4 2024. 63 funds tracked by Wall St. Rank hold BYLD as of Q2 2025.

&Partners reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2025 after selling out during the quarter.
&Partners sold 10,867 iShares Yield Optimized Bond ETF shares in Q2 2025, an estimated $244K.
&Partners first reported a position in iShares Yield Optimized Bond ETF in Q3 2024 and held it in 3 quarters.
&Partners's iShares Yield Optimized Bond ETF position peaked at $2.34M in Q4 2024.
63 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2025.

Based on &Partners's 13F filing for Q2 2025, filed 14 Aug 2025.