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

Raymond James 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 Q1	$21.4M	Buy	947,705 +98,724	+12%	+$2.25M	0.01%	1423
2025 Q4	$19.3M	Buy	848,981 +236,349	+39%	+$5.41M	0.01%	1465
2025 Q3	$14M	Sell	612,632 -3,027	-0.5%	-$68.6K	﹤0.01%	1668
2025 Q2	$13.9M	Sell	615,659 -98,678	-14%	-$2.19M	﹤0.01%	1628
2025 Q1	$16M	Buy	714,337 +124,461	+21%	+$2.78M	0.01%	1483
2024 Q4	$13.1M	Buy	+589,876	New	+$13.3M	﹤0.01%	1641

Other funds holding BYLD

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Raymond James Financial's BYLD Position: Q1 2026 in Review

Raymond James Financial increased its iShares Yield Optimized Bond ETF (BYLD) stake by 12% in Q1 2026, buying an estimated $2.25M and bringing the position to 947,705 shares worth $21.4M. The position accounts for 0.01% of the portfolio, ranked #1423.

Raymond James Financial first reported a position in BYLD in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Raymond James Financial held 947,705 shares of iShares Yield Optimized Bond ETF worth $21.4M as of Q1 2026.
Raymond James Financial bought 98,724 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $2.25M.
iShares Yield Optimized Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1423 holding.
Raymond James Financial first reported a position in iShares Yield Optimized Bond ETF in Q4 2024 and has held it in 6 quarters since.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.