Truist Financial’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Truist Financial’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	$5.43M	Buy	240,841 +30,681	+15%	+$699K	0.01%	827
2025 Q4	$4.79M	Buy	210,160 +12,967	+7%	+$297K	0.01%	870
2025 Q3	$4.52M	Buy	197,193 +6,293	+3%	+$143K	0.01%	933
2025 Q2	$4.32M	Buy	190,900 +55,935	+41%	+$1.24M	0.01%	922
2025 Q1	$3.03M	Buy	134,965 +8,807	+7%	+$197K	﹤0.01%	1033
2024 Q4	$2.8M	Sell	126,158 -15,259	-11%	-$343K	﹤0.01%	1085
2024 Q3	$3.24M	Sell	141,417 -3,815	-3%	-$86K	0.01%	1020
2024 Q2	$3.22M	Buy	145,232 +11,835	+9%	+$262K	﹤0.01%	1053
2024 Q1	$2.98M	Buy	133,397 +19,168	+17%	+$427K	﹤0.01%	1098
2023 Q4	$2.56M	Sell	114,229 -4,676	-4%	-$101K	﹤0.01%	1143
2023 Q3	$2.54M	Buy	+118,905	New	+$2.58M	﹤0.01%	1117

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

Truist Financial's BYLD Position: Q1 2026 in Review

Truist Financial increased its iShares Yield Optimized Bond ETF (BYLD) stake by 15% in Q1 2026, buying an estimated $699K and bringing the position to 240,841 shares worth $5.43M. The position accounts for 0.01% of the portfolio, ranked #827.

Truist Financial first reported a position in BYLD in Q3 2023 and has held it in 11 quarters since. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Truist Financial held 240,841 shares of iShares Yield Optimized Bond ETF worth $5.43M as of Q1 2026.
Truist Financial bought 30,681 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $699K.
iShares Yield Optimized Bond ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #827 holding.
Truist Financial first reported a position in iShares Yield Optimized Bond ETF in Q3 2023 and has held it in 11 quarters since.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.