UBS Group
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UBS Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

UBS Group’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 		$3.09K Buy
+137
New +$3.12K ﹤0.01% 9144
2025
Q1 		– Sell
-1,840
Closed -$40.8K – 10254
2024
Q4 		$40.8K Buy
+1,840
New +$41.4K ﹤0.01% 7425
2024
Q2 		– Sell
-721
Closed -$16.1K – 9557
2024
Q1 		$16.1K Buy
+721
New +$16.1K ﹤0.01% 7018
2023
Q4 		– Sell
-251
Closed -$5.37K – 9342
2023
Q3 		$5.37K Buy
+251
New +$5.45K ﹤0.01% 7377
2022
Q4 		– Sell
-2,252
Closed -$48K – 10754
2022
Q3 		$48K Sell
2,252
-135
-6% -$2.99K ﹤0.01% 6381
2022
Q2 		$53K Sell
2,387
-514
-18% -$11.6K ﹤0.01% 5862
2022
Q1 		$68K Buy
2,901
+2,115
+269% +$50.9K ﹤0.01% 6194
2021
Q4 		$20K Sell
786
-1,082
-58% -$27K ﹤0.01% 7830
2021
Q3 		$47K Sell
1,868
-280
-13% -$7.09K ﹤0.01% 6378
2021
Q2 		$54K Buy
2,148
+2,070
+2,654% +$52K ﹤0.01% 6353
2021
Q1 		$2K Buy
+78
New +$1.98K ﹤0.01% 8597
2019
Q3 		– Sell
-5,835
Closed -$148K – 8007
2019
Q2 		$148K Buy
+5,835
New +$145K ﹤0.01% 5116
2019
Q1 		– Sell
-6,046
Closed -$143K – 7746
2018
Q4 		$143K Buy
6,046
+1,779
+42% +$42.2K ﹤0.01% 5222
2018
Q3 		$103K Buy
+4,267
New +$103K ﹤0.01% 5575
2018
Q2 		– Sell
-582
Closed -$14K – 7985
2018
Q1 		$14K Buy
+582
New +$14.3K ﹤0.01% 6652
2016
Q4 		– Sell
-1,748
Closed -$44K – 7778
2016
Q3 		$44K Buy
+1,748
New +$44K ﹤0.01% 5615
2016
Q1 		– Sell
-12
Closed – – 7660
2015
Q4 		$0 Sell
12
-547
-98% -$13.4K ﹤0.01% 8346
2015
Q3 		$14K Buy
+559
New +$13.8K ﹤0.01% 7004
2015
Q2 		– Sell
-966
Closed -$24K – 8500
2015
Q1 		$24K Buy
966
+291
+43% +$7.37K ﹤0.01% 6781
2014
Q4 		$17K Buy
+675
New +$17K ﹤0.01% 7861

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group's BYLD Position: Q1 2026 in Review

UBS Group opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q1 2026: 137 shares worth $3.09K. The stake represents ﹤0.01% of the portfolio and ranks #9144 among its holdings. This is a return to the name: UBS Group previously reported a position in BYLD as recently as Q4 2024.

UBS Group first reported a position in BYLD in Q4 2014 and has held it in 20 quarters since. The position peaked at $148K in Q2 2019. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • UBS Group held 137 shares of iShares Yield Optimized Bond ETF worth $3.09K as of Q1 2026.
  • iShares Yield Optimized Bond ETF was a new UBS Group position in Q1 2026.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9144 holding.
  • UBS Group first reported a position in iShares Yield Optimized Bond ETF in Q4 2014 and has held it in 20 quarters since.
  • UBS Group's iShares Yield Optimized Bond ETF position peaked at $148K in Q2 2019.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.