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 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 $682M AUM 25.04% 1-Year Est. Return

HNB

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $374B AUM 17.66% 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

Redwood Financial Network's BYLD Position: Q1 2026 in Review

Redwood Financial Network reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 3.1% in Q1 2026, selling an estimated $13.3K and leaving 18,451 shares worth $416K. The position accounts for 0.27% of the portfolio, ranked #106.

Redwood Financial Network first reported a position in BYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $439K in Q3 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Redwood Financial Network held 18,451 shares of iShares Yield Optimized Bond ETF worth $416K as of Q1 2026.
Redwood Financial Network sold 586 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $13.3K.
iShares Yield Optimized Bond ETF made up 0.27% of Redwood Financial Network's portfolio in Q1 2026, its #106 holding.
Redwood Financial Network first reported a position in iShares Yield Optimized Bond ETF in Q4 2024 and has held it in 6 quarters since.
Redwood Financial Network's iShares Yield Optimized Bond ETF position peaked at $439K in Q3 2025.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

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