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
Q2 		$400K Hold
17,653
– – ﹤0.01% 2211
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

Other funds holding BYLD

HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Rockefeller Capital Management's BYLD Position: Q2 2026 in Review

Rockefeller Capital Management held its iShares Yield Optimized Bond ETF (BYLD) position steady in Q2 2026 at 17,653 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Rockefeller Capital Management first reported a position in BYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $405K in Q3 2025. 78 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Rockefeller Capital Management held 17,653 shares of iShares Yield Optimized Bond ETF worth $400K as of Q2 2026.
  • Rockefeller Capital Management left its iShares Yield Optimized Bond ETF share count unchanged in Q2 2026.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2211 holding.
  • Rockefeller Capital Management first reported a position in iShares Yield Optimized Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's iShares Yield Optimized Bond ETF position peaked at $405K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.