SYM Financial Corp’s iShares Yield Optimized Bond ETF BYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $449K | Buy |
19,931
+591
| +3% | +$13.5K | 0.04% | 146 |
|
|
2025
Q4 | $440K | Buy |
19,340
+150
| +0.8% | +$3.43K | 0.05% | 144 |
|
|
2025
Q3 | $440K | Buy |
19,190
+1,127
| +6% | +$25.6K | 0.05% | 134 |
|
|
2025
Q2 | $408K | Sell |
18,063
-3,693
| -17% | -$82.1K | 0.05% | 154 |
|
|
2025
Q1 | $488K | Sell |
21,756
-179
| -0.8% | -$4K | 0.06% | 109 |
|
|
2024
Q4 | $486K | Buy |
21,935
+3,136
| +17% | +$70.5K | 0.06% | 97 |
|
|
2024
Q3 | $431K | Buy |
18,799
+628
| +3% | +$14.2K | 0.06% | 82 |
|
|
2024
Q2 | $403K | Buy |
18,171
+19
| +0.1% | +$420 | 0.06% | 68 |
|
|
2024
Q1 | $406K | Buy |
18,152
+531
| +3% | +$11.8K | 0.07% | 54 |
|
|
2023
Q4 | $395K | Sell |
17,621
-358
| -2% | -$7.74K | 0.06% | 57 |
|
|
2023
Q3 | $384K | Sell |
17,979
-938
| -5% | -$20.4K | 0.07% | 54 |
|
|
2023
Q2 | $415K | Sell |
18,917
-275
| -1% | -$6.03K | 0.08% | 38 |
|
|
2023
Q1 | $423K | Buy |
19,192
+1,741
| +10% | +$38.2K | 0.09% | 33 |
|
|
2022
Q4 | $378K | Buy |
17,451
+183
| +1% | +$3.95K | 0.09% | 41 |
|
|
2022
Q3 | $368K | Buy |
17,268
+3,269
| +23% | +$72.4K | 0.18% | 39 |
|
|
2022
Q2 | $309K | Buy |
13,999
+25
| +0.2% | +$564 | 0.15% | 38 |
|
|
2022
Q1 | $329K | Buy |
13,974
+1,424
| +11% | +$34.3K | 0.14% | 33 |
|
|
2021
Q4 | $313K | Buy |
12,550
+129
| +1% | +$3.22K | 0.12% | 35 |
|
|
2021
Q3 | $312K | Hold |
12,421
| – | – | 0.18% | 31 |
|
|
2021
Q2 | $314K | Buy |
12,421
+498
| +4% | +$12.5K | 0.18% | 27 |
|
|
2021
Q1 | $297K | Buy |
11,923
+422
| +4% | +$10.7K | 0.17% | 27 |
|
|
2020
Q4 | $297K | Buy |
11,501
+1
| +0% | +$26 | 0.22% | 23 |
|
|
2020
Q3 | $296K | Buy |
11,500
+1
| +0% | +$26 | 0.22% | 18 |
|
|
2020
Q2 | $295K | Sell |
11,499
-450
| -4% | -$11.4K | 0.24% | 19 |
|
|
2020
Q1 | $295K | Sell |
11,949
-117
| -1% | -$2.98K | 0.3% | 19 |
|
|
2019
Q4 | $310K | Hold |
12,066
| – | – | 0.2% | 24 |
|
|
2019
Q3 | $309K | Sell |
12,066
-357
| -3% | -$9.09K | 0.21% | 19 |
|
|
2019
Q2 | $314K | Sell |
12,423
-742
| -6% | -$18.4K | 0.2% | 20 |
|
|
2019
Q1 | $325K | Buy |
13,165
+2,600
| +25% | +$63K | 0.21% | 20 |
|
|
2018
Q4 | $250K | Hold |
10,565
| – | – | 0.1% | 33 |
|
|
2018
Q3 | $255K | Hold |
10,565
| – | – | 0.14% | 34 |
|
|
2018
Q2 | $255K | Sell |
10,565
-2,877
| -21% | -$69.6K | 0.15% | 20 |
|
|
2018
Q1 | $329K | Buy |
13,442
+795
| +6% | +$19.5K | 0.2% | 16 |
|
|
2017
Q4 | $316K | Buy |
+12,647
| New | +$317K | 0.14% | 29 |
|
Other funds holding BYLD
HWM
HNB
SYM Financial Corp's BYLD Position: Q1 2026 in Review
SYM Financial Corp increased its iShares Yield Optimized Bond ETF (BYLD) stake by 3.1% in Q1 2026, buying an estimated $13.5K and bringing the position to 19,931 shares worth $449K. The position accounts for 0.04% of the portfolio, ranked #146.
SYM Financial Corp first reported a position in BYLD in Q4 2017 and has held it in 34 quarters since. The position peaked at $488K in Q1 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.
- SYM Financial Corp held 19,931 shares of iShares Yield Optimized Bond ETF worth $449K as of Q1 2026.
- SYM Financial Corp bought 591 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $13.5K.
- iShares Yield Optimized Bond ETF made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #146 holding.
- SYM Financial Corp first reported a position in iShares Yield Optimized Bond ETF in Q4 2017 and has held it in 34 quarters since.
- SYM Financial Corp's iShares Yield Optimized Bond ETF position peaked at $488K in Q1 2025.
- 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.
Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.