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

Stratos 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	$504K	Sell	22,378 -1,969	-8%	-$44.9K	0.01%	1060
2025 Q4	$554K	Buy	24,347 +423	+2%	+$9.68K	0.01%	1008
2025 Q3	$548K	Sell	23,924 -378	-2%	-$8.57K	0.01%	976
2025 Q2	$549K	Sell	24,302 -474	-2%	-$10.5K	0.01%	892
2025 Q1	$556K	Buy	24,776 +144	+0.6%	+$3.22K	0.01%	843
2024 Q4	$546K	Buy	24,632 +7,247	+42%	+$163K	0.01%	899
2024 Q3	$398K	Buy	+17,385	New	+$392K	0.01%	1019
2020 Q2	–	Sell	-11,441	Closed	-$282K	–	1004
2020 Q1	$282K	Sell	11,441 -6,986	-38%	-$178K	0.01%	712
2019 Q4	$473K	Buy	18,427 +164	+0.9%	+$4.19K	0.02%	612
2019 Q3	$467K	Buy	18,263 +173	+1%	+$4.4K	0.02%	588
2019 Q2	$458K	Buy	+18,090	New	+$448K	0.02%	603

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 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Stratos Wealth Partners reduced its iShares Yield Optimized Bond ETF (BYLD) stake by 8.1% in Q1 2026, selling an estimated $44.9K and leaving 22,378 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #1060.

Stratos Wealth Partners first reported a position in BYLD in Q2 2019 and has held it in 11 quarters since. The position peaked at $556K in Q1 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Stratos Wealth Partners held 22,378 shares of iShares Yield Optimized Bond ETF worth $504K as of Q1 2026.
Stratos Wealth Partners sold 1,969 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $44.9K.
iShares Yield Optimized Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1060 holding.
Stratos Wealth Partners first reported a position in iShares Yield Optimized Bond ETF in Q2 2019 and has held it in 11 quarters since.
Stratos Wealth Partners's iShares Yield Optimized Bond ETF position peaked at $556K in Q1 2025.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.