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Vantage Financial Partners (Wisconsin)’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q2 		– Sell
-9,544
Closed -$214K – 204
2025
Q1 		$214K Sell
9,544
-953
-9% -$21.3K 0.05% 177
2024
Q4 		$233K Sell
10,497
-141
-1% -$3.17K 0.06% 155
2024
Q3 		$244K Sell
10,638
-2,904
-21% -$65.5K 0.06% 157
2024
Q2 		$300K Sell
13,542
-102
-0.7% -$2.25K 0.08% 114
2024
Q1 		$305K Sell
13,644
-957
-7% -$21.3K 0.08% 108
2023
Q4 		$327K Buy
14,601
+33
+0.2% +$714 0.1% 97
2023
Q3 		$311K Sell
14,568
-4,566
-24% -$99.2K 0.12% 59
2023
Q2 		$420K Sell
19,134
-659
-3% -$14.4K 0.16% 47
2023
Q1 		$436K Sell
19,793
-1,717
-8% -$37.6K 0.17% 48
2022
Q4 		$466K Sell
21,510
-31,848
-60% -$687K 0.28% 30
2022
Q3 		$1.14M Sell
53,358
-10,767
-17% -$239K 0.77% 17
2022
Q2 		$1.42M Sell
64,125
-23,204
-27% -$523K 0.83% 11
2022
Q1 		$2.05M Sell
87,329
-16,731
-16% -$403K 1.05% 9
2021
Q4 		$2.6M Buy
+104,060
New +$2.6M 1.02% 13

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $56M AUM 19.14% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s BYLD Position: Q2 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2025, closing a stake of 9,544 shares — an estimated $214K sold.

Vantage Financial Partners (Wisconsin) first reported a position in BYLD in Q4 2021 and held it in 14 quarters. The position peaked at $2.6M in Q4 2021. 63 funds tracked by Wall St. Rank hold BYLD as of Q2 2025.

  • Vantage Financial Partners (Wisconsin) reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 9,544 iShares Yield Optimized Bond ETF shares in Q2 2025, an estimated $214K.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Yield Optimized Bond ETF in Q4 2021 and held it in 14 quarters.
  • Vantage Financial Partners (Wisconsin)'s iShares Yield Optimized Bond ETF position peaked at $2.6M in Q4 2021.
  • 63 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q2 2025, filed 6 Aug 2025.