Titleist Asset Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Titleist Asset Management’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 Q4	–	Sell	-13,140	Closed	-$301K	–	382
2025 Q3	$301K	Sell	13,140 -126	-0.9%	-$2.86K	0.03%	259
2025 Q2	$300K	Buy	13,266 +441	+3%	+$9.8K	0.03%	257
2025 Q1	$288K	Buy	12,825 +3,074	+32%	+$68.7K	0.03%	246
2024 Q4	$216K	Buy	+9,751	New	+$219K	0.02%	288

Other funds holding BYLD

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Titleist Asset Management's BYLD Position: Q4 2025 in Review

Titleist Asset Management sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2025, closing a stake of 13,140 shares — an estimated $301K sold.

Titleist Asset Management first reported a position in BYLD in Q4 2024 and held it in 4 quarters. The position peaked at $301K in Q3 2025. 66 funds tracked by Wall St. Rank hold BYLD as of Q4 2025.

Titleist Asset Management reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2025 after selling out during the quarter.
Titleist Asset Management sold 13,140 iShares Yield Optimized Bond ETF shares in Q4 2025, an estimated $301K.
Titleist Asset Management first reported a position in iShares Yield Optimized Bond ETF in Q4 2024 and held it in 4 quarters.
Titleist Asset Management's iShares Yield Optimized Bond ETF position peaked at $301K in Q3 2025.
66 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2025.

Based on Titleist Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.