Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / YLD OPTIM BD
-
Total 13F shares
-
260,838
-
Share change
-
+49,064
-
Total reported value
-
$5,940,501
-
Price per share
-
$22.77
-
Number of holders
-
12
-
Value change
-
+$1,115,653
-
Number of buys
-
9
-
Number of sells
-
3
Institutional Holders of ISHARES TR - YLD OPTIM BD (BYLD) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - YLD OPTIM BD (BYLD) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
260,838 shares.
The largest 10 holders included
Savvy Advisors, Inc., PARTNERS WEALTH MANAGEMENT, LLC, Dynamic Advisor Solutions LLC, Heritage Family Offices, LLP, AdvisorNet Financial, Inc, Stratos Wealth Partners, LTD., Members Trust Co, DAVENPORT & Co LLC, Mendota Financial Group, LLC, and Darwin Wealth Management, LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.