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SJS Investment Consulting’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

SJS Investment Consulting’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 		– Sell
-120
Closed -$2.7K – 2900
2026
Q1 		$2.7K Hold
120
– – ﹤0.01% 1200
2025
Q4 		$2.73K Buy
+120
New +$2.75K ﹤0.01% 1075
2025
Q2 		– Sell
-32
Closed -$718 – 1570
2025
Q1 		$718 Buy
+32
New +$715 ﹤0.01% 1120

Other funds holding BYLD

Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWM
MTC Wealth Management Tampa, Florida $223M AUM 12.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

SJS Investment Consulting's BYLD Position: Q2 2026 in Review

SJS Investment Consulting sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2026, closing a stake of 120 shares — an estimated $2.7K sold.

SJS Investment Consulting first reported a position in BYLD in Q1 2025 and held it in 3 quarters. The position peaked at $2.73K in Q4 2025. 34 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • SJS Investment Consulting reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2026 after selling out during the quarter.
  • SJS Investment Consulting sold 120 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $2.7K.
  • SJS Investment Consulting first reported a position in iShares Yield Optimized Bond ETF in Q1 2025 and held it in 3 quarters.
  • SJS Investment Consulting's iShares Yield Optimized Bond ETF position peaked at $2.73K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.