VestGen Advisors
BYLD icon

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

Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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 22.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 75 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.
  • 75 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.