Redwood Financial Network’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Redwood Financial Network’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	$418K	Hold	18,451	–	–	0.23%	115
2026 Q1	$416K	Sell	18,451 -586	-3%	-$13.3K	0.27%	106
2025 Q4	$434K	Sell	19,037 -124	-0.6%	-$2.84K	0.28%	103
2025 Q3	$439K	Sell	19,161 -13	-0.1%	-$295	0.28%	109
2025 Q2	$434K	Hold	19,174	–	–	0.29%	104
2025 Q1	$430K	Sell	19,174 -335	-2%	-$7.49K	0.33%	96
2024 Q4	$432K	Buy	+19,509	New	+$439K	0.32%	94

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 22.96% 1-Year Est. Return

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

Redwood Financial Network's BYLD Position: Q2 2026 in Review

Redwood Financial Network held its iShares Yield Optimized Bond ETF (BYLD) position steady in Q2 2026 at 18,451 shares worth $418K. The position accounts for 0.23% of the portfolio, ranked #115.

Redwood Financial Network first reported a position in BYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $439K in Q3 2025. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Redwood Financial Network held 18,451 shares of iShares Yield Optimized Bond ETF worth $418K as of Q2 2026.
Redwood Financial Network left its iShares Yield Optimized Bond ETF share count unchanged in Q2 2026.
iShares Yield Optimized Bond ETF made up 0.23% of Redwood Financial Network's portfolio in Q2 2026, its #115 holding.
Redwood Financial Network first reported a position in iShares Yield Optimized Bond ETF in Q4 2024 and has held it in 7 quarters since.
Redwood Financial Network's iShares Yield Optimized Bond ETF position peaked at $439K in Q3 2025.
79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.