Trivium Point Advisory’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Trivium Point Advisory’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 Q2	$6.45M	Buy	+284,959	New	+$6.44M	0.59%	47
2026 Q1	–	Sell	-340,500	Closed	-$7.75M	–	279
2025 Q4	$7.75M	Sell	340,500 -5,131	-1%	-$117K	0.78%	36
2025 Q3	$7.92M	Buy	345,631 +46,533	+16%	+$1.06M	0.81%	34
2025 Q2	$6.76M	Buy	299,098 +32,100	+12%	+$714K	0.73%	37
2025 Q1	$5.99M	Buy	266,998 +81,363	+44%	+$1.82M	0.74%	38
2024 Q4	$4.11M	Buy	185,635 +14,465	+8%	+$325K	0.52%	52
2024 Q3	$3.83M	Buy	171,170 +86,010	+101%	+$1.94M	0.53%	56
2024 Q2	$1.89M	Buy	+85,160	New	+$1.88M	0.28%	103

Other funds holding BYLD

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

HNB

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

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

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

Trivium Point Advisory's BYLD Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q2 2026: 284,959 shares worth $6.45M. The stake represents 0.59% of the portfolio and ranks #47 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in BYLD as recently as Q4 2025.

Trivium Point Advisory first reported a position in BYLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.92M in Q3 2025. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Trivium Point Advisory held 284,959 shares of iShares Yield Optimized Bond ETF worth $6.45M as of Q2 2026.
iShares Yield Optimized Bond ETF was a new Trivium Point Advisory position in Q2 2026.
iShares Yield Optimized Bond ETF made up 0.59% of Trivium Point Advisory's portfolio in Q2 2026, its #47 holding.
Trivium Point Advisory first reported a position in iShares Yield Optimized Bond ETF in Q2 2024 and has held it in 8 quarters since.
Trivium Point Advisory's iShares Yield Optimized Bond ETF position peaked at $7.92M in Q3 2025.
79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.