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 Q3	$5.8M	Buy	269,071 +7,589	+3%	+$169K	0.01%	868
2026 Q2	$5.92M	Buy	261,482 +20,641	+9%	+$467K	0.01%	837
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

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

PlanVest Financial Gaithersburg, Maryland $156M AUM

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Truist Financial's BYLD Position: Q3 2026 in Review

Truist Financial increased its iShares Yield Optimized Bond ETF (BYLD) stake by 2.9% in Q3 2026, buying an estimated $169K and bringing the position to 269,071 shares worth $5.8M. The position accounts for 0.01% of the portfolio, ranked #868.

Truist Financial first reported a position in BYLD in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.92M in Q2 2026. 41 funds tracked by Wall St. Rank hold BYLD as of Q3 2026.

Truist Financial held 269,071 shares of iShares Yield Optimized Bond ETF worth $5.8M as of Q3 2026.
Truist Financial bought 7,589 iShares Yield Optimized Bond ETF shares in Q3 2026, an estimated $169K.
iShares Yield Optimized Bond ETF made up 0.01% of Truist Financial's portfolio in Q3 2026, its #868 holding.
Truist Financial first reported a position in iShares Yield Optimized Bond ETF in Q3 2023 and has held it in 13 quarters since.
Truist Financial's iShares Yield Optimized Bond ETF position peaked at $5.92M in Q2 2026.
41 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.