iShares Yield Optimized BondBYLDETF
13F holders, Q2 2026 (June 30)78holders +4
13new positions
10sold out
1famous investor
$22.14avg. 13F price*
At the end of Q2 2026, 78 institutions reported holding iShares Yield Optimized Bond (BYLD) in their 13F filings, up 4 from Q1 2026. 13 opened new positions and 10 sold out. The largest holders were Horizon Wealth Management, LLC ($56.9M), Members Trust Co ($50.3M) and LPL Financial LLC ($26.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Yield Optimized Bond
- CUSIP
- 46434V787
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $20.9M |
| Exits | 10 | $1.9M |
All 13F filers, Q1 2026 → Q2 2026: 4,092,395 shares bought and 297,191 shares sold, net +3,795,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Horizon Wealth Management, LLC | 7.26% | Add +9.2% | 2,511,534 | $56.9M |
| Members Trust Co | 1.57% | Add +2364.8% | 2,222,630 | $50.3M |
| LPL Financial LLC | 0.01% | Add +17.1% | 1,181,718 | $26.8M |
| Raymond James Financial Inc. | 0.01% | Add +3.1% | 977,165 | $22.1M |
| Mariner, LLC | 0.01% | Add +43.3% | 466,759 | $10.6M |
| Bank of America Corp. | 0.00% | Add +13.8% | 452,730 | $10.3M |
| Osaic Holdings, Inc. | 0.01% | Add +14.3% | 422,614 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 376,958 | $8.5M |
| Focus Partners Wealth | 0.01% | Reduce -15.3% | 361,776 | $8.2M |
| Cetera Investment Advisers | 0.01% | Add +18.2% | 321,828 | $7.3M |
| Trivium Point Advisory, LLC | 0.59% | New | 284,959 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +8.6% | 261,482 | $5.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | New | 202,825 | $4.6M |
| MTC Wealth Management LLC | 2.03% | New | 199,896 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +79.5% | 183,954 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Add +57.1% | 138,140 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -3.0% | 118,220 | $2.7M |
| Allworth Financial LP | 0.01% | Add +74.6% | 109,141 | $2.5M |
| PlanVest Financial, Inc | 1.29% | Add +3.9% | 85,082 | $1.9M |
| Arkadios Wealth Advisors | 0.03% | Add +45.8% | 82,400 | $1.9M |
| Mutual Advisors, LLC | 0.03% | Add +47.6% | 70,547 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +13.0% | 68,852 | $1.6M |
| Citadel Advisors | 0.00% | New | 60,022 | $1.4M |
| Savvy Advisors, Inc. | 0.03% | Reduce -0.0% | 59,858 | $1.4M |
| Laffer Tengler Investments, Inc. | 0.20% | Reduce -7.6% | 59,845 | $1.4M |
| Cerity Partners LLC | 0.00% | New | 57,419 | $1.3M |
| Partners Wealth Management, LLC | 1.11% | Reduce -5.7% | 50,093 | $1.1M |
| Hengehold Capital Management LLC | 0.08% | Add +6.5% | 46,941 | $1.1M |
| Fifth Third Securities, Inc. | 0.05% | New | 41,564 | $941K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.5% | 30,513 | $691K |
| Advisory Solutions Group, LLC | 0.23% | — | 29,870 | $677K |
| Asset Management Group, Inc. | 0.10% | Add +1.4% | 29,108 | $659K |
| Modern Wealth Management, LLC | 0.01% | Reduce -76.3% | 27,515 | $623K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.1% | 27,365 | $620K |
| Daviman Financial, LLC | 0.33% | Add +3.5% | 26,413 | $598K |
| Altman Advisors, Inc. | 0.21% | Add +15.5% | 304,382 | $585K |
| Valmark Advisers, Inc. | 0.01% | Add +2.5% | 24,465 | $554K |
| Private Trust Co. NA | 0.04% | Reduce -0.4% | 24,435 | $553K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.9% | 21,959 | $497K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 21,623 | $490K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -17.8% | 21,164 | $479K |
| SYM FINANCIAL Corp | 0.04% | Reduce -0.0% | 19,927 | $451K |
| Redwood Financial Network Corp | 0.23% | No change | 18,451 | $418K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 17,653 | $400K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 17,116 | $388K |
| Argyle Capital Partners, LLC | 0.23% | New | 16,450 | $373K |
| Signal Advisors Wealth, LLC | 0.02% | New | 15,369 | $348K |
| Nicolet Bankshares Inc. | 0.01% | New | 15,289 | $345K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -42.1% | 12,960 | $294K |
| Asset Allocation Strategies LLC | 0.04% | Reduce -49.3% | 11,707 | $265K |
| Arlington Financial Advisors, LLC | 0.03% | New | 11,545 | $261K |
| DAVENPORT & Co LLC | 0.00% | Add +2.9% | 9,350 | $212K |
| Pacific Excel Wealth Advisors, Inc. | 0.08% | New | 9,314 | $211K |
| Heritage Family Offices, LLP | 0.08% | Reduce -66.8% | 9,314 | $211K |
| KLCM Advisors, Inc. | 0.02% | No change | 9,238 | $209K |
| Royal Bank of Canada | 0.00% | Reduce -10.8% | 6,808 | $154K |
| Arax Advisory Partners | 0.00% | New | 6,634 | $150K |
| Farther Finance Advisors, LLC | 0.00% | Add +187.9% | 6,268 | $142K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.7% | 2,413 | $55K |
| Fifth Third Bancorp | 0.00% | Add +361.1% | 2,195 | $50K |
| Darwin Wealth Management, LLC | 0.01% | Add +1.1% | 2,124 | $48K |
| Wells Fargo & Company | 0.00% | Add +446.1% | 1,988 | $45K |
| Compass Financial Management LLC | 0.00% | — | 1,426 | $32K |
| Lanark Financial, Inc. | 0.00% | No change | 1,028 | $23K |
| Align Financial, LLC | 0.01% | Reduce -9.8% | 1,016 | $23K |
| Delta Asset Management LLC | 0.00% | No change | 1,000 | $23K |
| Harbour Investments, Inc. | 0.00% | No change | 859 | $19K |
| IFP Advisors, Inc | 0.00% | No change | 777 | $18K |
| Jones Financial Companies LLLP | 0.00% | Reduce -18.9% | 515 | $12K |
| US Bancorp \de | 0.00% | Reduce -77.4% | 488 | $11K |
| Morgan Stanley | 0.00% | Reduce -75.5% | 422 | $10K |
| Signature Equity Partners, LLC | 0.00% | No change | 391 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 386 | $9K |
| NewEdge Advisors, LLC | 0.00% | No change | 175 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 145 | $3K |
| Davis Capital Management | 0.00% | No change | 130 | $3K |
| FMR LLC | 0.00% | No change | 52 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 8 | $181 |
"% of holder's portfolio" is BYLD's weight in each manager's 13F, not the share of iShares Yield Optimized Bond the manager owns.