Vault-13

ISHARES TR BYLD

YLD OPTIM BD · ETP · CUSIP 46434V787

80 institutional holders +5 vs Q1 2026
12,331,40712.3m shares reported held*
$299.7mreported value*
14 new 32 added 18 reduced 10 sold out net bought ≈ $87.8m (+3.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.30.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 36Q4 22: 36Q1 23: 36Q2 23: 32Q3 23: 39Q4 23: 52Q1 24: 57Q2 24: 59Q3 24: 58Q4 24: 67Q1 25: 63Q2 25: 65Q3 25: 60Q4 25: 67Q1 26: 75Q2 26: 8080Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202236
Q4 202236
Q1 202336
Q2 202332
Q3 202339
Q4 202352
Q1 202457
Q2 202459
Q3 202458
Q4 202467
Q1 202563
Q2 202565
Q3 202560
Q4 202567
Q1 202675
Q2 202680

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 35 bought or addedQ3 24: 26 cut or sold outQ4 24: 40 bought or addedQ4 24: 24 cut or sold outQ4 24Q1 25: 33 bought or addedQ1 25: 31 cut or sold outQ2 25: 34 bought or addedQ2 25: 29 cut or sold outQ2 25Q3 25: 34 bought or addedQ3 25: 21 cut or sold outQ4 25: 40 bought or addedQ4 25: 22 cut or sold outQ4 25Q1 26: 46 bought or addedQ1 26: 24 cut or sold outQ2 26: 46 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243526
Q4 20244024
Q1 20253331
Q2 20253429
Q3 20253421
Q4 20254022
Q1 20264624
Q2 20264628

Biggest buyers

Members Trust Co Added +2,132,457+2.1m
Trivium Point Advisory, LLC New +284,959+285.0k
Horizon Wealth Management, LLC Added +210,911+210.9k
Envestnet Portfolio Solutions, Inc. New +202,825+202.8k
MTC Wealth Management LLC New +199,896+199.9k
LPL Financial LLC Added +172,722+172.7k
Mariner, LLC Added +140,920+140.9k
HUNTINGTON NATIONAL BANK Added +84,871+84.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +81,465+81.5k
CITADEL ADVISORS LLC New +60,022+60.0k

Biggest sellers

Modern Wealth Management, LLC Reduced -88,660-88.7k
Focus Partners Wealth Reduced -65,353-65.4k
LWM Advisory Services, LLC Sold out -28,268-28.3k
Private Advisor Group, LLC Sold out -22,420-22.4k
Heritage Family Offices, LLP Reduced -18,742-18.7k
Asset Allocation Strategies LLC Reduced -11,359-11.4k
World Investment Advisors Sold out -11,144-11.1k
Keel Point, LLC Sold out -9,644-9.6k
Dynamic Advisor Solutions LLC Reduced -9,411-9.4k
Gateway Wealth Partners, LLC Sold out -9,004-9.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Horizon Wealth Management, LLC 7.25% of their portfolio LA GRANGE, IL 2,511,5342.5m $56.9m $56.9m 7.25% Added +210.9k +210,911
2 Members Trust Co 1.57% of their portfolio TAMPA, FL 2,222,6302.2m $50.3m $50.3m 1.57% Added +2.1m +2,132,457
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,181,7181.2m $26.8m $26.8m 0.01% Added +172.7k +172,722
4 HUNTINGTON NATIONAL BANK 0.13% of their portfolio COLUMBUS, OH 1,178,4601.2m $26.7m $26.7m 0.13% Added +84.9k +84,871
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 977,165977.2k $22.1m $22.1m 0.01% Added +29.5k +29,460
6 Mariner, LLC 0.01% of their portfolio Overland Park, KS 466,759466.8k $10.6m $10.6m 0.01% Added +140.9k +140,920
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 452,730452.7k $10.3m $10.3m 0.00% Added +54.9k +54,870
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 422,614422.6k $9.6m $9.6m 0.01% Added +52.7k +52,747
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 376,958377.0k $8.5m $8.5m 0.00% Added +12.3k +12,317
10 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 361,776361.8k $8.2m $8.2m 0.01% Reduced -65.4k -65,353
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 321,828321.8k $7.3m $7.3m 0.01% Added +49.5k +49,480
12 Altman Advisors, Inc. 0.21% of their portfolio CHICAGO, IL 304,382304.4k $585.1k $585.1k 0.21% Added +40.9k +40,912
13 Trivium Point Advisory, LLC 0.59% of their portfolio WILTON, CT 284,959285.0k $6.5m $6.5m 0.59% New
14 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 261,482261.5k $5.9m $5.9m 0.01% Added +20.6k +20,641
15 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 202,825202.8k $4.6m $4.6m 0.02% New
16 MTC Wealth Management LLC 2.03% of their portfolio TAMPA, FL 199,896199.9k $4.5m $4.5m 2.03% New
17 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 183,954184.0k $4.2m $4.2m 0.01% Added +81.5k +81,465
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 138,140138.1k $3.1m $3.1m 0.00% Added +50.2k +50,199
19 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 118,220118.2k $2.7m $2.7m 0.03% Reduced -3.6k -3,614
20 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 109,141109.1k $2.5m $2.5m 0.01% Added +46.6k +46,621
21 PlanVest Financial, Inc 1.29% of their portfolio GAITHERSBURG, MD 85,08285.1k $1.9m $1.9m 1.29% Added +3.2k +3,216
22 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 82,40082.4k $1.9m $1.9m 0.03% Added +25.9k +25,899
23 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 70,54770.5k $1.6m $1.6m 0.03% Added +22.8k +22,761
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 68,85268.9k $1.6m $1.6m 0.00% Added +7.9k +7,930
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 61,02661.0k $1.4m $1.4m 0.00% Added +33.4k +33,406
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 60,02260.0k $1.4m $1.4m 0.00% New
27 Savvy Advisors, Inc. 0.03% of their portfolio NEW YORK, NY 59,85859.9k $1.4m $1.4m 0.03% Reduced -16 -16
28 LAFFER TENGLER INVESTMENTS, INC. 0.17% of their portfolio Scottsdale, AZ 59,84559.8k $1.4m $1.4m 0.17% Reduced -5.0k -4,951
29 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 57,41957.4k $1.3m $1.3m 0.00% New
30 PARTNERS WEALTH MANAGEMENT, LLC 1.11% of their portfolio CARMEL BY THE SEA, CA 50,09350.1k $1.1m $1.1m 1.11% Reduced -3.0k -3,046
31 HENGEHOLD CAPITAL MANAGEMENT LLC 0.08% of their portfolio CINCINNATI, OH 46,94146.9k $1.1m $1.1m 0.08% Added +2.9k +2,886
32 Fifth Third Securities, Inc. 0.05% of their portfolio Cincinnati, OH 41,56441.6k $941.4k $941.4k 0.05% New
33 Advisory Solutions Group, LLC 0.23% of their portfolio PLYMOUTH, MN 29,87029.9k $676.6k $676.6k 0.23% First filing
34 Asset Management Group, Inc. 0.10% of their portfolio STAMFORD, CT 29,10829.1k $659.3k $659.3k 0.10% Added +387 +387
35 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 27,51527.5k $623.2k $623.2k 0.01% Reduced -88.7k -88,660
36 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 27,36527.4k $619.8k $619.8k 0.03% Added +35 +35
37 Daviman Financial, LLC 0.33% of their portfolio FISHERS, IN 26,41326.4k $598.3k $598.3k 0.33% Added +881 +881
38 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 24,46524.5k $554.1k $554.1k 0.01% Added +584 +584
39 PRIVATE TRUST CO NA 0.04% of their portfolio CLEVELAND, OH 24,43524.4k $553.5k $553.5k 0.04% Reduced -95 -95
40 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 21,95922.0k $497.4k $497.4k 0.01% Reduced -419 -419
41 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 21,62321.6k $489.8k $489.8k 0.00% Added +31 +31
42 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% of their portfolio CONCORD, MA 21,16421.2k $479.4k $479.4k 0.05% Reduced -4.6k -4,593
43 SYM FINANCIAL Corp 0.04% of their portfolio WINONA LAKE, IN 19,92719.9k $451.3k $451.3k 0.04% Reduced -4 -4
44 Redwood Financial Network Corp 0.23% of their portfolio SOLON, OH 18,45118.5k $417.9k $417.9k 0.23% Unchanged
45 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 17,65317.7k $399.9k $399.9k 0.00% Unchanged
46 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 17,11617.1k $387.6k $387.6k 0.01% Unchanged
47 Argyle Capital Partners, LLC 0.23% of their portfolio LOS ANGELES, CA 16,45016.4k $372.6k $372.6k 0.23% New
48 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 15,36915.4k $348.1k $348.1k 0.02% New
49 NICOLET BANKSHARES INC 0.01% of their portfolio GREEN BAY, WI 15,28915.3k $344.9k $344.9k 0.01% New
50 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 12,96013.0k $293.5k $293.5k 0.01% Reduced -9.4k -9,411
51 Asset Allocation Strategies LLC 0.04% of their portfolio FARMINGTON, MI 11,70711.7k $265.2k $265.2k 0.04% Reduced -11.4k -11,359
52 Arlington Financial Advisors, LLC 0.03% of their portfolio SANTA BARBARA, CA 11,54511.5k $261.5k $261.5k 0.03% New
53 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 9,3509.3k $211.8k $211.8k 0.00% Added +265 +265
54 Heritage Family Offices, LLP 0.08% of their portfolio SCOTTSDALE, AZ 9,3149.3k $211.0k $211.0k 0.08% Reduced -18.7k -18,742
55 Pacific Excel Wealth Advisors, Inc. 0.08% of their portfolio WALNUT CREEK, CA 9,3149.3k $211.0k $211.0k 0.08% New
56 KLCM Advisors, Inc. 0.02% of their portfolio MILWAUKEE, WI 9,2389.2k $209.2k $209.2k 0.02% Unchanged
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,8086.8k $154.0k $154.0k 0.00% Reduced -822 -822
58 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 6,6346.6k $150.2k $150.2k 0.00% New
59 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,2686.3k $142.0k $142.0k 0.00% Added +4.1k +4,091
60 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,1994.2k $95.1k $95.1k 0.00% New
61 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2,4132.4k $54.7k $54.7k 0.00% Added +16 +16
62 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,1952.2k $49.7k $49.7k 0.00% Added +1.7k +1,719
63 Darwin Wealth Management, LLC 0.01% of their portfolio TAMPA, FL 2,1242.1k $48.1k $48.1k 0.01% Added +24 +24
64 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,9882.0k $45.0k $45.0k 0.00% Added +1.6k +1,624
65 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 1,4261.4k $32.3k $32.3k 0.00% First filing
66 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,0281.0k $23.3k $23.3k 0.00% Unchanged
67 Align Financial, LLC 0.01% of their portfolio HERMANTOWN, MN 1,0161.0k $23.0k $23.0k 0.01% Reduced -111 -111
68 DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio MEMPHIS, TN 1,0001.0k $22.6k $22.6k 0.00% Unchanged
69 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 859859 $19.5k $19.5k 0.00% Unchanged
70 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 777777 $17.6k $17.6k 0.00% Unchanged
71 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 515515 $11.7k $11.7k 0.00% Reduced -120 -120
72 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 488488 $11.1k $11.1k 0.00% Reduced -1.7k -1,671
73 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 422422 $9.6k $9.6k 0.00% Reduced -1.3k -1,303
74 Signature Equity Partners, LLC 0.00% of their portfolio COLUMBUS, OH 391391 $8.9k $8.9k 0.00% Unchanged
75 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 386386 $8.7k $8.7k 0.00% Unchanged
76 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 175175 $4.0k $4.0k 0.00% Unchanged
77 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 145145 $3.3k $3.3k 0.00% New
78 Davis Capital Management 0.00% of their portfolio JACKSONVILLE, FL 130130 $2.9k $2.9k 0.00% Unchanged
79 FMR LLC 0.00% of their portfolio BOSTON, MA 5252 $1.2k $1.2k 0.00% Unchanged
80 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 88 $181 $181 0.00% Unchanged