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Valmark Advisers’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Valmark Advisers’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 		$554K Buy
24,465
+584
+2% +$13.2K 0.01% 482
2026
Q1 		$538K Buy
23,881
+1,680
+8% +$38.3K 0.01% 456
2025
Q4 		$506K Buy
22,201
+5,592
+34% +$128K 0.01% 443
2025
Q3 		$381K Buy
16,609
+3,932
+31% +$89.1K ﹤0.01% 493
2025
Q2 		$287K Buy
+12,677
New +$282K ﹤0.01% 559

Other funds holding BYLD

HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Valmark Advisers's BYLD Position: Q2 2026 in Review

Valmark Advisers increased its iShares Yield Optimized Bond ETF (BYLD) stake by 2.4% in Q2 2026, buying an estimated $13.2K and bringing the position to 24,465 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #482.

Valmark Advisers first reported a position in BYLD in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

  • Valmark Advisers held 24,465 shares of iShares Yield Optimized Bond ETF worth $554K as of Q2 2026.
  • Valmark Advisers bought 584 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $13.2K.
  • iShares Yield Optimized Bond ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #482 holding.
  • Valmark Advisers first reported a position in iShares Yield Optimized Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.