Public ownership evidence

iShares Yield Optimized Bond ETF (BYLD) Ownership Disclosures

Read BYLD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Yield Optimized Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Asset Allocation Strategies LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
11,707
Value (USD)
$265,153
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001922879-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BYLD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BYLD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Asset Allocation Strategies LLC2026-06-302026-08-1811,707$265,153None
Modern Wealth Management, LLC2026-06-302026-08-1527,515$623,215None
Mutual Advisors, LLC2026-06-302026-08-1570,547$1,597,890None
OSAIC HOLDINGS, INC.2026-06-302026-08-15237,394$5,376,973None
OSAIC HOLDINGS, INC.2026-06-302026-08-15185,220$4,195,579None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1533,403$756,578None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1535,449$802,920None
Asset Management Group, Inc.2026-06-302026-08-1529,108$659,285None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15515$11,675None
Cerity Partners LLC2026-06-302026-08-1557,419$1,300,551None
ROYAL BANK OF CANADA2026-06-302026-08-155,556$126,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,252$28,000None
CITADEL ADVISORS LLC2026-06-302026-08-1560,022$1,359,498None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15302,902$6,860,726None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15674,263$15,272,062None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,988$45,018None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15302,579$6,853,414None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15150,151$3,400,918None
Rockefeller Capital Management L.P.2026-06-302026-08-1417,653$399,861None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14145$3,284None
Mariner, LLC2026-06-302026-08-14466,759$10,572,098None
MORGAN STANLEY2026-06-302026-08-14422$9,558None
FMR LLC2026-06-302026-08-1452$1,177None
HUNTINGTON NATIONAL BANK2026-06-302026-08-1418,745$424,579None
HUNTINGTON NATIONAL BANK2026-06-302026-08-14210$4,757None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141,159,505$26,262,922None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-131,426$32,299None
Integrated Wealth Concepts LLC2026-06-302026-08-134,199$95,105None
Cetera Investment Advisers2026-06-302026-08-13321,828$7,289,412None
Focus Partners Wealth2026-06-302026-08-13361,776$8,194,227None
NewEdge Advisors, LLC2026-06-302026-08-13175$3,964None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13859$19,456None
US BANCORP \DE\2026-06-302026-08-13488$11,053None
JPMORGAN CHASE & CO2026-06-302026-08-13112$2,542None
JPMORGAN CHASE & CO2026-06-302026-08-13138,028$3,133,244None
Altman Advisors, Inc.2026-06-302026-08-12304,382$585,117None
Stratos Wealth Partners, LTD.2026-06-302026-08-1221,959$497,371None
NICOLET BANKSHARES INC2026-06-302026-08-1215,289$344,920None
Allworth Financial LP2026-06-302026-08-12109,141$2,472,053None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121$14None
PlanVest Financial, Inc2026-06-302026-08-1185,082$1,927,100None
Arkadios Wealth Advisors2026-06-302026-08-1148,472$1,097,886None
Arkadios Wealth Advisors2026-06-302026-08-1133,928$768,470None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-1117,116$387,614None
Arax Advisory Partners2026-06-302026-08-116,634$150,240None
DELTA ASSET MANAGEMENT LLC/TN2026-06-302026-08-111,000$22,650None
Argyle Capital Partners, LLC2026-06-302026-08-083,250$73,613None
Argyle Capital Partners, LLC2026-06-302026-08-0813,200$298,980None
Redwood Financial Network Corp2026-06-302026-08-0818,451$417,916None
LPL Financial LLC2026-06-302026-08-081,181,718$26,765,908None

90-day public filing window, up to 50 source positions.

Asset Allocation Strategies LLC ↗Modern Wealth Management, LLC ↗Mutual Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Asset Management Group, Inc. ↗JONES FINANCIAL COMPANIES LLLP ↗Cerity Partners LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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