Savvy Advisors Inc’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Savvy Advisors Inc’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	$1.35M	Buy	59,874 +334	+0.6%	+$7.61K	0.04%	360
2025 Q4	$1.36M	Buy	59,540 +3,538	+6%	+$80.9K	0.04%	309
2025 Q3	$1.28M	Buy	56,002 +120	+0.2%	+$2.72K	0.06%	227
2025 Q2	$1.26M	Sell	55,882 -247	-0.4%	-$5.49K	0.08%	177
2025 Q1	$1.26M	Sell	56,129 -8,420	-13%	-$188K	0.13%	134
2024 Q4	$1.43M	Buy	64,549 +11,611	+22%	+$261K	0.17%	104
2024 Q3	$1.21M	Buy	52,938 +1,323	+3%	+$29.8K	0.25%	81
2024 Q2	$1.14M	Buy	51,615 +4,042	+8%	+$89.3K	0.37%	61
2024 Q1	$1.06M	Buy	47,573 +33,398	+236%	+$744K	0.61%	35
2023 Q4	$318K	Buy	+14,175	New	+$307K	0.31%	102

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

Savvy Advisors Inc's BYLD Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Yield Optimized Bond ETF (BYLD) stake by 0.56% in Q1 2026, buying an estimated $7.61K and bringing the position to 59,874 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #360.

Savvy Advisors Inc first reported a position in BYLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.43M in Q4 2024. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Savvy Advisors Inc held 59,874 shares of iShares Yield Optimized Bond ETF worth $1.35M as of Q1 2026.
Savvy Advisors Inc bought 334 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $7.61K.
iShares Yield Optimized Bond ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #360 holding.
Savvy Advisors Inc first reported a position in iShares Yield Optimized Bond ETF in Q4 2023 and has held it in 10 quarters since.
Savvy Advisors Inc's iShares Yield Optimized Bond ETF position peaked at $1.43M in Q4 2024.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.