Private Advisor Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Private Advisor Group’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	–	Sell	-22,420	Closed	-$505K	–	2565
2026 Q1	$505K	Hold	22,420	–	–	﹤0.01%	1846
2025 Q4	$511K	Buy	22,420 +960	+4%	+$22K	﹤0.01%	1813
2025 Q3	$492K	Hold	21,460	–	–	﹤0.01%	1787
2025 Q2	$485K	Buy	21,460 +1,733	+9%	+$38.5K	﹤0.01%	1707
2025 Q1	$442K	Buy	19,727 +953	+5%	+$21.3K	﹤0.01%	1665
2024 Q4	$416K	Sell	18,774 -850	-4%	-$19.1K	﹤0.01%	1682
2024 Q3	$450K	Buy	19,624 +2,415	+14%	+$54.4K	﹤0.01%	1680
2024 Q2	$382K	Buy	17,209 +1,900	+12%	+$42K	﹤0.01%	1722
2024 Q1	$342K	Buy	+15,309	New	+$341K	﹤0.01%	1755
2020 Q3	–	Sell	-597	Closed	-$15K	–	1818
2020 Q2	$15K	Buy	+597	New	+$15.1K	﹤0.01%	2713
2019 Q1	–	Sell	-12,783	Closed	-$302K	–	1553
2018 Q4	$302K	Buy	12,783 +1,741	+16%	+$41.3K	0.01%	1019
2018 Q3	$267K	Buy	+11,042	New	+$267K	0.01%	1288

Other funds holding BYLD

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWM

MTC Wealth Management Tampa, Florida $223M AUM 12.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

PWM

Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

Private Advisor Group's BYLD Position: Q2 2026 in Review

Private Advisor Group sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2026, closing a stake of 22,420 shares — an estimated $505K sold.

Private Advisor Group first reported a position in BYLD in Q3 2018 and held it in 12 quarters. The position peaked at $511K in Q4 2025. 34 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Private Advisor Group reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2026 after selling out during the quarter.
Private Advisor Group sold 22,420 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $505K.
Private Advisor Group first reported a position in iShares Yield Optimized Bond ETF in Q3 2018 and held it in 12 quarters.
Private Advisor Group's iShares Yield Optimized Bond ETF position peaked at $511K in Q4 2025.
34 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.