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

World Investment 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 Q2	–	Sell	-11,144	Closed	-$251K	–	1533
2026 Q1	$251K	Buy	11,144 +117	+1%	+$2.67K	﹤0.01%	1360
2025 Q4	$251K	Buy	+11,027	New	+$252K	﹤0.01%	1269
2025 Q1	–	Sell	-96,182	Closed	-$2.13M	–	1062
2024 Q4	$2.13M	Buy	96,182 +7,252	+8%	+$163K	0.06%	317
2024 Q3	$2.04M	Buy	+88,930	New	+$2M	0.06%	294

Other funds holding BYLD

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

World Investment Advisors's BYLD Position: Q2 2026 in Review

World Investment Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q2 2026, closing a stake of 11,144 shares — an estimated $251K sold.

World Investment Advisors first reported a position in BYLD in Q3 2024 and held it in 4 quarters. The position peaked at $2.13M in Q4 2024. 79 funds tracked by Wall St. Rank hold BYLD as of Q2 2026.

World Investment Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q2 2026 after selling out during the quarter.
World Investment Advisors sold 11,144 iShares Yield Optimized Bond ETF shares in Q2 2026, an estimated $251K.
World Investment Advisors first reported a position in iShares Yield Optimized Bond ETF in Q3 2024 and held it in 4 quarters.
World Investment Advisors's iShares Yield Optimized Bond ETF position peaked at $2.13M in Q4 2024.
79 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.