Sigma Planning Corp’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Sigma Planning Corp’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
2025 Q2	–	Sell	-219,152	Closed	-$4.91M	–	1260
2025 Q1	$4.91M	Buy	219,152 +2,313	+1%	+$51.7K	0.16%	128
2024 Q4	$4.81M	Buy	216,839 +2,419	+1%	+$54.4K	0.15%	133
2024 Q3	$4.91M	Sell	214,420 -6,422	-3%	-$145K	0.15%	128
2024 Q2	$4.9M	Sell	220,842 -42	-0%	-$928	0.16%	126
2024 Q1	$4.94M	Buy	+220,884	New	+$4.92M	0.16%	124

Other funds holding BYLD

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LAS

LWM Advisory Services Plantation, Florida $56M AUM 19.14% 1-Year Est. Return

Sigma Planning Corp's BYLD Position: Q2 2025 in Review

Sigma Planning Corp sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2025, closing a stake of 219,152 shares — an estimated $4.91M sold.

Sigma Planning Corp first reported a position in BYLD in Q1 2024 and held it in 5 quarters. The position peaked at $4.94M in Q1 2024. 63 funds tracked by Wall St. Rank hold BYLD as of Q2 2025.

Sigma Planning Corp reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2025 after selling out during the quarter.
Sigma Planning Corp sold 219,152 iShares Yield Optimized Bond ETF shares in Q2 2025, an estimated $4.91M.
Sigma Planning Corp first reported a position in iShares Yield Optimized Bond ETF in Q1 2024 and held it in 5 quarters.
Sigma Planning Corp's iShares Yield Optimized Bond ETF position peaked at $4.94M in Q1 2024.
63 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.