iShares Yield Optimized BondBYLDETF
13F holders, Q3 2024 (September 30)55holders −2
9new positions
10sold out
$22.90avg. 13F price*
At the end of Q3 2024, 55 institutions reported holding iShares Yield Optimized Bond (BYLD) in their 13F filings, down 2 from Q2 2024. 9 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($16.7M), Focus Partners Wealth ($10.7M) and Systelligence, LLC ($9.8M).
- Company
- iShares Yield Optimized Bond
- CUSIP
- 46434V787
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $8.4M |
| Exits | 10 | $5.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,225,632 shares bought and 758,878 shares sold, net +466,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| LPL Financial LLC | 0.01% | Add +33.0% | 730,761 | $16.7M |
| Focus Partners Wealth | 0.03% | Add +17.2% | 465,093 | $10.7M |
| Systelligence, LLC | 2.42% | Add +18.6% | 425,800 | $9.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.1% | 302,796 | $6.9M |
| Raymond James & Associates | 0.00% | Add +15.6% | 259,508 | $5.9M |
| KPP Advisory Services LLC | 1.34% | Add +51.6% | 243,688 | $5.6M |
| Sigma Planning Corp | 0.15% | Reduce -2.9% | 214,420 | $4.9M |
| Bank of America Corp. | 0.00% | Add +47.4% | 187,902 | $4.3M |
| Trivium Point Advisory, LLC | 0.53% | Add +101.0% | 171,170 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +246.8% | 149,160 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -2.6% | 141,417 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +211.9% | 132,411 | $3.0M |
| LWM Advisory Services, LLC | 1.99% | Reduce -5.7% | 117,159 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +7.9% | 109,540 | $2.5M |
| World Investment Advisors | 0.06% | New | 88,930 | $2.0M |
| &partners | 0.04% | New | 87,822 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -0.2% | 86,152 | $2.0M |
| Mariner, LLC | 0.00% | Add +17.7% | 83,367 | $1.9M |
| Harbour Investments, Inc. | 0.06% | New | 82,699 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 61,022 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 54,865 | $1.3M |
| Savvy Advisors, Inc. | 0.25% | Add +2.6% | 52,938 | $1.2M |
| Asset Management Group, Inc. | 0.16% | Reduce -10.9% | 49,717 | $1.1M |
| Richard W. Paul & Associates, LLC | 0.40% | Add +1.8% | 48,329 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Add +71.9% | 47,895 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +91.4% | 39,382 | $903K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +17.2% | 30,994 | $710K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 27,683 | $634K |
| MML Investors Services, LLC | 0.00% | Add +28.8% | 25,305 | $580K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +31.6% | 22,356 | $512K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -95.6% | 22,023 | $505K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.5% | 21,778 | $499K |
| Private Advisor Group, LLC | 0.00% | Add +14.0% | 19,624 | $450K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -31.7% | 19,608 | $449K |
| Royal Bank of Canada | 0.00% | Reduce -9.8% | 19,493 | $447K |
| SYM FINANCIAL Corp | 0.06% | Add +3.5% | 18,799 | $431K |
| AdvisorNet Financial, Inc | 0.03% | Add +15.7% | 17,585 | $403K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 17,385 | $398K |
| Stonebridge Capital Advisors LLC | 0.03% | No change | 15,205 | $348K |
| Altman Advisors, Inc. | 0.15% | Add +3.6% | 15,155 | $347K |
| Asset Allocation Strategies LLC | 0.09% | New | 13,172 | $302K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -21.4% | 10,638 | $244K |
| Mgo One Seven LLC | 0.01% | New | 10,113 | $232K |
| Principal Securities, Inc. | 0.00% | Reduce -11.6% | 6,875 | $158K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 5,913 | $136K |
| Darwin Wealth Management, LLC | 0.02% | New | 3,693 | $85K |
| Mendota Financial Group, LLC | 0.03% | No change | 2,349 | $54K |
| Delta Asset Management LLC | 0.00% | No change | 1,000 | $23K |
| Davis Capital Management | 0.01% | Add +5.8% | 657 | $15K |
| Cwm, LLC | 0.00% | Add +4.0% | 541 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 386 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 375 | $8K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 200 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 89 | $2K |
| Bank of Montreal | 0.00% | Reduce -98.1% | 6 | $137 |
"% of holder's portfolio" is BYLD's weight in each manager's 13F, not the share of iShares Yield Optimized Bond the manager owns.