PlanVest Financial
BYLD icon

PlanVest Financial’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

PlanVest Financial’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 		$1.86M Buy
86,422
+1,340
+2% +$29.8K 1.2% 21
2026
Q2 		$1.93M Buy
85,082
+3,216
+4% +$72.7K 1.29% 21
2026
Q1 		$1.84M Buy
+81,866
New +$1.87M 1.4% 20

Other funds holding BYLD

Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Trivium Point Advisory
Trivium Point Advisory Westport, Connecticut $1.11B AUM 19.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

PlanVest Financial's BYLD Position: Q3 2026 in Review

PlanVest Financial increased its iShares Yield Optimized Bond ETF (BYLD) stake by 1.6% in Q3 2026, buying an estimated $29.8K and bringing the position to 86,422 shares worth $1.86M. The position accounts for 1.2% of the portfolio, ranked #21.

PlanVest Financial first reported a position in BYLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.93M in Q2 2026. 64 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

  • PlanVest Financial held 86,422 shares of iShares Yield Optimized Bond ETF worth $1.86M as of Q3 2026.
  • PlanVest Financial bought 1,340 iShares Yield Optimized Bond ETF shares in Q3 2026, an estimated $29.8K.
  • iShares Yield Optimized Bond ETF made up 1.2% of PlanVest Financial's portfolio in Q3 2026, its #21 holding.
  • PlanVest Financial first reported a position in iShares Yield Optimized Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's iShares Yield Optimized Bond ETF position peaked at $1.93M in Q2 2026.
  • 64 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

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