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 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

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

Truist Financial's BYLD Position: Q2 2026 in Review

Truist Financial increased its iShares Yield Optimized Bond ETF (BYLD) stake by 8.6% in Q2 2026, buying an estimated $467K and bringing the position to 261,482 shares worth $5.92M. The position accounts for 0.01% of the portfolio, ranked #837.

Truist Financial first reported a position in BYLD in Q3 2023 and has held it in 12 quarters since. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

Truist Financial held 261,482 shares of iShares Yield Optimized Bond ETF worth $5.92M as of Q2 2026.
Truist Financial bought 20,641 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $467K.
iShares Yield Optimized Bond ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #837 holding.
Truist Financial first reported a position in iShares Yield Optimized Bond ETF in Q3 2023 and has held it in 12 quarters since.
79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.