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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
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

HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PlanVest Financial's BYLD Position: Q2 2026 in Review

PlanVest Financial increased its iShares Yield Optimized Bond ETF (BYLD) stake by 3.9% in Q2 2026, buying an estimated $72.7K and bringing the position to 85,082 shares worth $1.93M. The position accounts for 1.29% of the portfolio, ranked #21.

PlanVest Financial first reported a position in BYLD in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • PlanVest Financial held 85,082 shares of iShares Yield Optimized Bond ETF worth $1.93M as of Q2 2026.
  • PlanVest Financial bought 3,216 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $72.7K.
  • iShares Yield Optimized Bond ETF made up 1.29% of PlanVest Financial's portfolio in Q2 2026, its #21 holding.
  • PlanVest Financial first reported a position in iShares Yield Optimized Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.