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ISHARES YIELD OPTIMIZED BOND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES YIELD OPTIMIZED BOND ETF

BYLD
持有机构数
81
机构合计市值 (Q2 2026)
$3.05亿
机构合计股数 (Q2 2026)
1,347.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+421.3万股
49 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-29.8万股
29 · 11 清仓 · ≈
⚖️ 净额
+391.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.05亿
持有机构数
81
新买入
17
加仓
32
减仓
18
清仓
11
持股不变
14
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Horizon Wealth Management, LLC
7.25%7.6%#1$5,688.6万251.2万股$5,183.3万230.1万股+21.1万股+9.17%加仓
Members 信托Members Trust Co
1.57%0.07%#4$5,034.3万222.3万股$203.2万9.0万股+213.2万股+2,364.85%加仓
LPL金融LPL Financial LLC
0.01%0.01%#44$2,676.6万118.2万股$2,273.3万100.9万股+17.3万股+17.12%加仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.13%0.14%#13$2,669.2万117.8万股$2,463.9万109.4万股+8.5万股+7.76%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#45$2,213.3万97.7万股$2,135.2万94.8万股+2.9万股+3.11%加仓
MarinerMariner, LLC
0.01%0.01%#35$1,057.2万46.7万股$734.1万32.6万股+14.1万股+43.25%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#63$1,025.4万45.3万股$896.4万39.8万股+5.5万股+13.79%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#34$957.3万42.3万股$833.3万37.0万股+5.3万股+14.26%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#51$853.8万37.7万股$821.5万36.5万股+1.2万股+3.38%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#38$819.4万36.2万股$962.3万42.7万股-6.5万股-15.30%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#42$728.9万32.2万股$613.6万27.2万股+4.9万股+18.17%加仓
Altman Advisors, Inc.
2.29%0.23%#2$700.1万30.4万股$55.5万26.3万股+4.1万股+15.53%加仓
Trivium Point Advisory, LLC
0.59%#7$645.4万28.5万股$00股+28.5万股新买入
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#41$592.3万26.1万股$542.6万24.1万股+2.1万股+8.57%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.02%#29$459.4万20.3万股$00股+20.3万股新买入
MTC Wealth Management LLC
2.03%#3$452.8万20.0万股$00股+20.0万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#47$416.7万18.4万股$230.9万10.2万股+8.1万股+79.49%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#68$313.6万13.8万股$197.1万8.8万股+5.0万股+57.08%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.03%0.03%#25$267.8万11.8万股$274.5万12.2万股-3,614股-2.97%减仓
Allworth金融Allworth Financial LP
0.01%0.01%#37$247.2万10.9万股$140.9万6.3万股+4.7万股+74.57%加仓
PlanVest Financial, Inc
1.29%1.4%#5$192.7万8.5万股$184.4万8.2万股+3,216股+3.93%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.03%0.02%#28$186.6万8.2万股$127.3万5.7万股+2.6万股+45.84%加仓
共同顾问Mutual Advisors, LLC
0.03%0.02%#24$159.8万7.1万股$107.7万4.8万股+2.3万股+47.63%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#70$155.9万6.9万股$137.3万6.1万股+7,930股+13.02%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#69$135.9万6.0万股$00股+6.0万股新买入
Savvy Advisors, Inc.
0.03%0.04%#26$135.6万6.0万股$134.9万6.0万股-16股-0.03%减仓
LAFFER TENGLER INVESTMENTS, INC.
0.19%0.24%#12$135.5万6.0万股$146.0万6.5万股-4,951股-7.64%减仓
Cerity合伙人Cerity Partners LLC
<0.01%#58$130.1万5.7万股$00股+5.7万股新买入
PARTNERS WEALTH MANAGEMENT, LLC
1.11%1.23%#6$113.5万5.0万股$119.7万5.3万股-3,046股-5.73%减仓
HENGEHOLD CAPITAL MANAGEMENT LLC
0.08%0.09%#15$106.3万4.7万股$99.3万4.4万股+2,886股+6.55%加仓
FIFTH THIRD SECURITIES, INC.
0.05%#18$94.1万4.2万股$00股+4.2万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#55$69.1万3.1万股$62.2万2.8万股+2,893股+10.47%加仓
Advisory Solutions Group, LLC
0.23%#11$67.7万3.0万股$00股+3.0万股新买入
Asset Management Group, Inc.
0.1%0.1%#14$65.9万2.9万股$64.7万2.9万股+387股+1.35%加仓
现代财富管理Modern Wealth Management, LLC
0.01%0.04%#40$62.3万2.8万股$262.3万11.6万股-8.9万股-76.32%减仓
AdvisorNet Financial, Inc
0.03%0.03%#27$62.0万2.7万股$61.6万2.7万股+35股+0.13%加仓
Daviman Financial, LLC
0.33%0.34%#8$59.8万2.6万股$57.5万2.6万股+881股+3.45%加仓
Valmark顾问Valmark Advisers, Inc.
0.01%0.01%#46$55.4万2.4万股$53.8万2.4万股+584股+2.45%加仓
PRIVATE TRUST CO NA
0.04%0.05%#20$55.3万2.4万股$55.3万2.5万股-95股-0.39%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.01%0.01%#48$49.7万2.2万股$50.4万2.2万股-419股-1.87%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#56$49.0万2.2万股$48.6万2.2万股+31股+0.14%加仓
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.05%0.07%#19$47.9万2.1万股$58.0万2.6万股-4,593股-17.83%减仓
SYM FINANCIAL Corp
0.04%0.04%#22$45.1万2.0万股$44.9万2.0万股-4股-0.02%减仓
Redwood Financial Network Corp
0.23%0.27%#10$41.8万1.8万股$41.6万1.8万股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#64$40.0万1.8万股$39.8万1.8万股00.00%持仓不变
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.01%0.01%#43$38.8万1.7万股$38.6万1.7万股00.00%持仓不变
Argyle Capital Partners, LLC
0.23%#9$37.3万1.6万股$00股+1.6万股新买入
Signal Advisors Wealth, LLC
0.02%#30$34.8万1.5万股$00股+1.5万股新买入
NICOLET BANKSHARES INC
0.01%#36$34.5万1.5万股$00股+1.5万股新买入
Dynamic Advisor Solutions LLC
0.01%0.02%#39$29.4万1.3万股$50.4万2.2万股-9,411股-42.07%减仓

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