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Advisory Solutions Group, LLC’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Advisory Solutions Group, LLC’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 		$677K Buy
+29,870
New +$675K 0.23% 94

Other funds holding BYLD

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Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Advisory Solutions Group, LLC's BYLD Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares Yield Optimized Bond ETF (BYLD) in Q2 2026: 29,870 shares worth $677K. The stake represents 0.23% of the portfolio and ranks #94 among its holdings.

28 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Advisory Solutions Group, LLC held 29,870 shares of iShares Yield Optimized Bond ETF worth $677K as of Q2 2026.
  • iShares Yield Optimized Bond ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
  • iShares Yield Optimized Bond ETF made up 0.23% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #94 holding.
  • 28 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.