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Steward Partners Investment Advisory’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Steward Partners Investment Advisory’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 		$3.28K Buy
+145
New +$3.28K ﹤0.01% 4109

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
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 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Steward Partners Investment Advisory's BYLD Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q2 2026: 145 shares worth $3.28K. The stake represents ﹤0.01% of the portfolio and ranks #4109 among its holdings.

76 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Steward Partners Investment Advisory held 145 shares of iShares Yield Optimized Bond ETF worth $3.28K as of Q2 2026.
  • iShares Yield Optimized Bond ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4109 holding.
  • 76 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.