iShares Yield Optimized BondBYLDETF
13F holders, Q1 2026 (March 31)74holders +8
14new positions
7sold out
$21.89avg. 13F price*
At the end of Q1 2026, 74 institutions reported holding iShares Yield Optimized Bond (BYLD) in their 13F filings, up 8 from Q4 2025. 14 opened new positions and 7 sold out. The largest holders were Horizon Wealth Management, LLC ($51.8M), LPL Financial LLC ($22.7M) and Raymond James Financial Inc. ($21.4M).
- Company
- iShares Yield Optimized Bond
- CUSIP
- 46434V787
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $57.9M |
| Exits | 7 | $9.5M |
All 13F filers, Q4 2025 → Q1 2026: 3,251,460 shares bought and 664,271 shares sold, net +2,587,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Horizon Wealth Management, LLC | 7.60% | New | 2,300,623 | $51.8M |
| LPL Financial LLC | 0.01% | Add +6.9% | 1,008,996 | $22.7M |
| Raymond James Financial Inc. | 0.01% | Add +11.6% | 947,705 | $21.4M |
| Focus Partners Wealth | 0.01% | Reduce -19.6% | 427,129 | $9.6M |
| Bank of America Corp. | 0.00% | Add +4.4% | 397,860 | $9.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.0% | 369,867 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +57.7% | 364,641 | $8.2M |
| Mariner, LLC | 0.01% | Add +8.9% | 325,839 | $7.3M |
| Cetera Investment Advisers | 0.01% | Add +37.5% | 272,348 | $6.1M |
| Truist Financial Corp. | 0.01% | Add +14.6% | 240,841 | $5.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +8.8% | 121,834 | $2.7M |
| Modern Wealth Management, LLC | 0.05% | New | 116,175 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +325.5% | 102,489 | $2.3M |
| Members Trust Co | 0.07% | Add +325.9% | 90,173 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +17.8% | 87,941 | $2.0M |
| PlanVest Financial, Inc | 1.40% | — | 81,866 | $1.8M |
| Laffer Tengler Investments, Inc. | 0.25% | Add +65.8% | 64,796 | $1.5M |
| Allworth Financial LP | 0.01% | Add +2.1% | 62,520 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 60,922 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | Add +0.6% | 59,874 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Add +1.9% | 56,501 | $1.3M |
| Partners Wealth Management, LLC | 1.23% | Reduce -6.6% | 53,139 | $1.2M |
| Mutual Advisors, LLC | 0.02% | Add +44.3% | 47,786 | $1.1M |
| Hengehold Capital Management LLC | 0.09% | New | 44,055 | $993K |
| Asset Management Group, Inc. | 0.10% | Reduce -6.5% | 28,721 | $647K |
| LWM Advisory Services, LLC | 0.68% | Reduce -78.8% | 28,268 | $637K |
| Heritage Family Offices, LLP | 0.28% | Add +0.9% | 28,056 | $632K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.2% | 27,620 | $622K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.1% | 27,330 | $616K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -8.4% | 25,757 | $580K |
| Daviman Financial, LLC | 0.34% | Reduce -13.8% | 25,532 | $575K |
| Altman Advisors, Inc. | 0.23% | Add +1.0% | 263,470 | $555K |
| Private Trust Co. NA | 0.05% | New | 24,530 | $553K |
| Valmark Advisers, Inc. | 0.01% | Add +7.6% | 23,881 | $538K |
| Asset Allocation Strategies LLC | 0.09% | Add +0.6% | 23,066 | $520K |
| Private Advisor Group, LLC | 0.00% | No change | 22,420 | $505K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -8.1% | 22,378 | $504K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -25.7% | 22,371 | $504K |
| Kestra Advisory Services, LLC | 0.00% | Add +278.3% | 21,592 | $486K |
| SYM FINANCIAL Corp | 0.04% | Add +3.1% | 19,931 | $449K |
| Redwood Financial Network Corp | 0.27% | Reduce -3.1% | 18,451 | $416K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 17,653 | $398K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -18.7% | 17,116 | $386K |
| World Investment Advisors | 0.00% | Add +1.1% | 11,144 | $251K |
| Keel Point, LLC | 0.01% | New | 9,644 | $217K |
| KLCM Advisors, Inc. | 0.02% | Reduce -8.3% | 9,238 | $208K |
| DAVENPORT & Co LLC | 0.00% | Add +1.7% | 9,085 | $205K |
| Gateway Wealth Partners, LLC | 0.01% | New | 9,004 | $203K |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 7,630 | $172K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.4% | 2,397 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -28.4% | 2,177 | $49K |
| US Bancorp \de | 0.00% | Add +40.8% | 2,159 | $49K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.6% | 2,100 | $47K |
| Morgan Stanley | 0.00% | Add +0.1% | 1,725 | $39K |
| Advisory Services Network, LLC | 0.00% | New | 1,619 | $36K |
| Align Financial, LLC | 0.01% | New | 1,127 | $25K |
| Lanark Financial, Inc. | 0.00% | Reduce -53.7% | 1,028 | $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% | New | 635 | $14K |
| Cwm, LLC | 0.00% | No change | 520 | $12K |
| Fifth Third Bancorp | 0.00% | Reduce -78.0% | 476 | $11K |
| Signature Equity Partners, LLC | 0.00% | Add +54.5% | 391 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 386 | $9K |
| Wells Fargo & Company | 0.00% | Add +36300.0% | 364 | $8K |
| Horizon Bancorp Inc. | 0.00% | New | 332 | $7K |
| Crews Bank & Trust | 0.00% | New | 213 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 175 | $4K |
| UBS Group AG | 0.00% | New | 137 | $3K |
| Davis Capital Management | 0.00% | No change | 130 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 120 | $3K |
| FMR LLC | 0.00% | No change | 52 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 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.