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 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 $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 $374B AUM 17.66% 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

Trivium Point Advisory's BYLD Position: Q1 2026 in Review

Trivium Point Advisory sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2026, closing a stake of 340,500 shares — an estimated $7.75M sold.

Trivium Point Advisory first reported a position in BYLD in Q2 2024 and held it in 7 quarters. The position peaked at $7.92M in Q3 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Trivium Point Advisory reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2026 after selling out during the quarter.
Trivium Point Advisory sold 340,500 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $7.75M.
Trivium Point Advisory first reported a position in iShares Yield Optimized Bond ETF in Q2 2024 and held it in 7 quarters.
Trivium Point Advisory's iShares Yield Optimized Bond ETF position peaked at $7.92M in Q3 2025.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.