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 Q2	$22.1M	Buy	977,165 +29,460	+3%	+$666K	0.01%	1486
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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial's BYLD Position: Q2 2026 in Review

Raymond James Financial increased its iShares Yield Optimized Bond ETF (BYLD) stake by 3.1% in Q2 2026, buying an estimated $666K and bringing the position to 977,165 shares worth $22.1M. The position accounts for 0.01% of the portfolio, ranked #1486.

Raymond James Financial first reported a position in BYLD in Q4 2024 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Raymond James Financial held 977,165 shares of iShares Yield Optimized Bond ETF worth $22.1M as of Q2 2026.
Raymond James Financial bought 29,460 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $666K.
iShares Yield Optimized Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1486 holding.
Raymond James Financial first reported a position in iShares Yield Optimized Bond ETF in Q4 2024 and has held it in 7 quarters since.
78 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.