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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
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 $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

World Investment Advisors's BYLD Position: Q1 2026 in Review

World Investment Advisors increased its iShares Yield Optimized Bond ETF (BYLD) stake by 1.1% in Q1 2026, buying an estimated $2.67K and bringing the position to 11,144 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

World Investment Advisors first reported a position in BYLD in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.13M in Q4 2024. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • World Investment Advisors held 11,144 shares of iShares Yield Optimized Bond ETF worth $251K as of Q1 2026.
  • World Investment Advisors bought 117 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $2.67K.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1360 holding.
  • World Investment Advisors first reported a position in iShares Yield Optimized Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • World Investment Advisors's iShares Yield Optimized Bond ETF position peaked at $2.13M in Q4 2024.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.