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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
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 $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

Valmark Advisers's BYLD Position: Q1 2026 in Review

Valmark Advisers increased its iShares Yield Optimized Bond ETF (BYLD) stake by 7.6% in Q1 2026, buying an estimated $38.3K and bringing the position to 23,881 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #456.

Valmark Advisers first reported a position in BYLD in Q2 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • Valmark Advisers held 23,881 shares of iShares Yield Optimized Bond ETF worth $538K as of Q1 2026.
  • Valmark Advisers bought 1,680 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $38.3K.
  • iShares Yield Optimized Bond ETF made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #456 holding.
  • Valmark Advisers first reported a position in iShares Yield Optimized Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.