BYLD — ISHARES YIELD OPTIMIZED BOND
As of Q2 2026, 6 SEC-registered investment managers reported holding BYLD (ISHARES YIELD OPTIMIZED BOND) in their latest 13F filings, with a combined reported value of $14.81M across 653.35K shares. That is +63.3% by share count (+253.22K shares) versus the previous quarter, while reported value moved +64.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 452.73K | $10.25M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 138.14K | $3.14M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 60.02K | $1.36M | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 1.99K | $45.02K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 422 | $9.56K | 0.00% | Reduce |
| UBS Group AG history | Q1 2026 | 137 | $3.09K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 52 | $1.18K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 138.14K sh · $3.14M
- Citadel Advisors 60.02K sh · $1.36M
Fully Exited (vs previous quarter)
- UBS Group AG sold 137 sh · $3.09K
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 63.95K | 70.36K | 56.97K | 50.79K | 47.73K | 45.57K | 47.14K | 39.39K | 11.60K | 47.70K | 124.37K | 127.50K | 187.90K | 230.08K | 309.66K | 311.94K | 331.41K | 381.20K | 397.86K | 452.73K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | 35.14K | 44.99K | 55.14K | 60.33K | 61.02K | 68.53K | 62.49K | 77.44K | 75.59K | 74.66K | — | 138.14K |
| Citadel Advisors | 27.41K | 33.00K | 25.91K | — | — | — | — | 18.06K | 20.69K | 35.00K | — | 18.93K | — | 64.94K | 47.61K | 48.58K | 21.99K | 9.73K | — | 60.02K |
| Wells Fargo & Co | 801 | 801 | 800 | 800 | 1 | 2 | — | 1 | — | 1 | — | 1 | — | 1 | — | 1 | 1 | 1 | 364 | 1.99K |
| Morgan Stanley | 1.48K | 1.48K | 1.48K | — | — | — | 199 | 199 | 199 | 201 | 200 | 201 | 200 | 423 | 423 | 422 | 2.16K | 1.72K | 1.73K | 422 |
| Fidelity Management & Research (FMR) | — | 3 | 1 | — | 2 | — | — | — | — | 1 | 1 | 1 | — | 53 | 2.81K | 52 | 52 | 52 | 52 | 52 |
| UBS Group AG | 1.87K | 786 | 2.90K | 2.39K | 2.25K | — | — | — | 251 | — | 721 | — | — | 1.84K | — | — | — | — | 137 | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details