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REAP Financial Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

REAP Financial 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
2025
Q3 		– Sell
-2,002
Closed -$45.3K – 522
2025
Q2 		$45.3K Sell
2,002
-857
-30% -$19.1K 0.01% 277
2025
Q1 		$64.1K Buy
2,859
+239
+9% +$5.34K 0.02% 191
2024
Q4 		$58.1K Buy
+2,620
New +$58.9K 0.01% 196

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

REAP Financial Group's BYLD Position: Q3 2025 in Review

REAP Financial Group sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2025, closing a stake of 2,002 shares — an estimated $45.3K sold.

REAP Financial Group first reported a position in BYLD in Q4 2024 and held it in 3 quarters. The position peaked at $64.1K in Q1 2025. 59 funds tracked by Wall St. Rank hold BYLD as of Q3 2025.

  • REAP Financial Group reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2025 after selling out during the quarter.
  • REAP Financial Group sold 2,002 iShares Yield Optimized Bond ETF shares in Q3 2025, an estimated $45.3K.
  • REAP Financial Group first reported a position in iShares Yield Optimized Bond ETF in Q4 2024 and held it in 3 quarters.
  • REAP Financial Group's iShares Yield Optimized Bond ETF position peaked at $64.1K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2025.

Based on REAP Financial Group's 13F filing for Q3 2025, filed 6 Nov 2025.