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
Q3 		$380K Hold
17,653
– – ﹤0.01% 2280
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

Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Trivium Point Advisory
Trivium Point Advisory Westport, Connecticut $1.11B AUM 19.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Rockefeller Capital Management's BYLD Position: Q3 2026 in Review

Rockefeller Capital Management held its iShares Yield Optimized Bond ETF (BYLD) position steady in Q3 2026 at 17,653 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Rockefeller Capital Management first reported a position in BYLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $405K in Q3 2025. 64 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

  • Rockefeller Capital Management held 17,653 shares of iShares Yield Optimized Bond ETF worth $380K as of Q3 2026.
  • Rockefeller Capital Management left its iShares Yield Optimized Bond ETF share count unchanged in Q3 2026.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2280 holding.
  • Rockefeller Capital Management first reported a position in iShares Yield Optimized Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Rockefeller Capital Management's iShares Yield Optimized Bond ETF position peaked at $405K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.