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Principal Securities’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Principal Securities’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
Q4 		– Sell
-6,982
Closed -$160K – 1650
2025
Q3 		$160K Hold
6,982
– – ﹤0.01% 1389
2025
Q2 		$158K Buy
6,982
+107
+2% +$2.38K ﹤0.01% 1333
2025
Q1 		$152K Hold
6,875
– – ﹤0.01% 1249
2024
Q4 		$152K Hold
6,875
– – ﹤0.01% 1248
2024
Q3 		$158K Sell
6,875
-899
-12% -$20.3K ﹤0.01% 1199
2024
Q2 		$172K Hold
7,774
– – ﹤0.01% 1093
2024
Q1 		$174K Buy
7,774
+534
+7% +$11.9K 0.01% 1065
2023
Q4 		$162K Buy
+7,240
New +$157K 0.01% 999

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Principal Securities's BYLD Position: Q4 2025 in Review

Principal Securities sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2025, closing a stake of 6,982 shares — an estimated $160K sold.

Principal Securities first reported a position in BYLD in Q4 2023 and held it in 8 quarters. The position peaked at $174K in Q1 2024. 66 funds tracked by Wall St. Rank hold BYLD as of Q4 2025.

  • Principal Securities reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 6,982 iShares Yield Optimized Bond ETF shares in Q4 2025, an estimated $160K.
  • Principal Securities first reported a position in iShares Yield Optimized Bond ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Yield Optimized Bond ETF position peaked at $174K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.