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 Q3	$20M	Sell	929,818 -47,347	-5%	-$1.05M	0.01%	1541
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

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Trivium Point Advisory Westport, Connecticut $1.11B AUM 19.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Raymond James Financial's BYLD Position: Q3 2026 in Review

Raymond James Financial reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 4.8% in Q3 2026, selling an estimated $1.05M and leaving 929,818 shares worth $20M. The position accounts for 0.01% of the portfolio, ranked #1541.

Raymond James Financial first reported a position in BYLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $22.1M in Q2 2026. 64 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

Raymond James Financial held 929,818 shares of iShares Yield Optimized Bond ETF worth $20M as of Q3 2026.
Raymond James Financial sold 47,347 iShares Yield Optimized Bond ETF shares in Q3 2026, an estimated $1.05M.
iShares Yield Optimized Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q3 2026, its #1541 holding.
Raymond James Financial first reported a position in iShares Yield Optimized Bond ETF in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's iShares Yield Optimized Bond ETF position peaked at $22.1M in Q2 2026.
64 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.