Stonebridge Capital Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Stonebridge Capital Advisors’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 Q1	–	Sell	-14,315	Closed	-$317K	–	212
2024 Q4	$317K	Sell	14,315 -890	-6%	-$20K	0.03%	166
2024 Q3	$348K	Hold	15,205	–	–	0.03%	165
2024 Q2	$337K	Buy	15,205 +225	+2%	+$4.97K	0.03%	157
2024 Q1	$335K	Buy	14,980 +1,830	+14%	+$40.8K	0.03%	165
2023 Q4	$295K	Buy	13,150 +2,900	+28%	+$62.7K	0.03%	165
2023 Q3	$219K	Buy	10,250 +5,200	+103%	+$113K	0.02%	192
2023 Q2	$111K	Buy	+5,050	New	+$111K	0.01%	263

Other funds holding BYLD

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

TPA

Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LAS

LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

Stonebridge Capital Advisors's BYLD Position: Q1 2025 in Review

Stonebridge Capital Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2025, closing a stake of 14,315 shares — an estimated $317K sold.

Stonebridge Capital Advisors first reported a position in BYLD in Q2 2023 and held it in 7 quarters. The position peaked at $348K in Q3 2024. 60 funds tracked by Wall St. Rank hold BYLD as of Q1 2025.

Stonebridge Capital Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2025 after selling out during the quarter.
Stonebridge Capital Advisors sold 14,315 iShares Yield Optimized Bond ETF shares in Q1 2025, an estimated $317K.
Stonebridge Capital Advisors first reported a position in iShares Yield Optimized Bond ETF in Q2 2023 and held it in 7 quarters.
Stonebridge Capital Advisors's iShares Yield Optimized Bond ETF position peaked at $348K in Q3 2024.
60 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2025.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2025, filed 14 May 2025.