Rockefeller Capital Management
BYLD icon

Rockefeller Capital Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Rockefeller Capital Management’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 		$398K Hold
17,653
– – ﹤0.01% 2103
2025
Q4 		$402K Hold
17,653
– – ﹤0.01% 2016
2025
Q3 		$405K Buy
+17,653
New +$400K ﹤0.01% 1870

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HWM
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HNB
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockefeller Capital Management's BYLD Position: Q1 2026 in Review

Rockefeller Capital Management held its iShares Yield Optimized Bond ETF (BYLD) position steady in Q1 2026 at 17,653 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Rockefeller Capital Management first reported a position in BYLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $405K in Q3 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Rockefeller Capital Management held 17,653 shares of iShares Yield Optimized Bond ETF worth $398K as of Q1 2026.
  • Rockefeller Capital Management left its iShares Yield Optimized Bond ETF share count unchanged in Q1 2026.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2103 holding.
  • Rockefeller Capital Management first reported a position in iShares Yield Optimized Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's iShares Yield Optimized Bond ETF position peaked at $405K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.