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Strategic Wealth Partners’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Strategic Wealth Partners’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 		– Sell
-20
Closed -$455 – 1488
2025
Q4 		$455 Hold
20
– – ﹤0.01% 1345
2025
Q3 		$458 Buy
+20
New +$453 ﹤0.01% 1256

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strategic Wealth Partners's BYLD Position: Q1 2026 in Review

Strategic Wealth Partners sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2026, closing a stake of 20 shares — an estimated $455 sold.

Strategic Wealth Partners first reported a position in BYLD in Q3 2025 and held it in 2 quarters. The position peaked at $458 in Q3 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Strategic Wealth Partners reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 20 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $455.
  • Strategic Wealth Partners first reported a position in iShares Yield Optimized Bond ETF in Q3 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's iShares Yield Optimized Bond ETF position peaked at $458 in Q3 2025.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.