VestGen Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

VestGen Advisors’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	–	Sell	-25,938	Closed	-$591K	–	1054
2025 Q4	$591K	Sell	25,938 -60,096	-70%	-$1.37M	0.03%	446
2025 Q3	$1.97M	Buy	86,034 +13,758	+19%	+$312K	0.07%	252
2025 Q2	$1.63M	Sell	72,276 -10,579	-13%	-$235K	0.07%	250
2025 Q1	$1.86M	Buy	+82,855	New	+$1.85M	0.08%	215

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VestGen Advisors's BYLD Position: Q1 2026 in Review

VestGen Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2026, closing a stake of 25,938 shares — an estimated $591K sold.

VestGen Advisors first reported a position in BYLD in Q1 2025 and held it in 4 quarters. The position peaked at $1.97M in Q3 2025. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

VestGen Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2026 after selling out during the quarter.
VestGen Advisors sold 25,938 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $591K.
VestGen Advisors first reported a position in iShares Yield Optimized Bond ETF in Q1 2025 and held it in 4 quarters.
VestGen Advisors's iShares Yield Optimized Bond ETF position peaked at $1.97M in Q3 2025.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.