BYLD β€” Ishares Yield Optimized Bond Etf

Ownership history in Asset Management Group, Inc.  Β·  26 quarters on record

AI Ownership Summary

Asset Management Group, Inc. reported Ishares Yield Optimized Bond Etf (BYLD) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.25% in 2023 Q4. The latest visible filing shows BYLD at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Asset Management Group, Inc.'s position in Ishares Yield Optimized Bond Etf, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BYLD was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Asset Management Group, Inc. held BYLD β€” position size vs. price
% of Fund (quarterly)    BYLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 30,702 -1,185 -3.7% 0.11% $699K 2026-02-14 (Est.) $22.74
2025 Q3 ADDED 31,887 +417 +1.3% 0.12% $731K 2025-11-14 $22.29
2025 Q2 ADDED 31,470 +419 +1.3% 0.12% $712K 2025-08-12 $21.82
2025 Q1 ADDED 31,051 +279 +0.9% 0.13% $696K 2025-05-14 $21.07
2024 Q4 REDUCED 30,772 -18,945 -38.1% 0.12% $682K 2025-02-14 $21.07
2024 Q3 REDUCED 49,717 -6,111 -10.9% 0.20% $1.1M 2024-11-12 $20.77
2024 Q2 ADDED 55,828 +692 +1.3% 0.23% $1.2M 2024-08-13 $20.60
2024 Q1 REDUCED 55,136 -511 -0.9% 0.23% $1.2M 2024-05-15 $20.10
2023 Q4 REDUCED 55,647 -2,147 -3.7% 0.25% $1.2M 2024-02-14 $19.72
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BYLD

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.0%

FAQ About Asset Management Group, Inc. and BYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Asset Management Group, Inc. reported owning BYLD?

Asset Management Group, Inc. reported BYLD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BYLD position in Asset Management Group, Inc.'s portfolio?

The largest reported portfolio weight for BYLD was 0.25% in 2023 Q4.

What is the latest reported BYLD position on this page?

The most recent filing on this page is 2025 Q4, when Asset Management Group, Inc. reported 30,702 shares, equal to 0.11% of portfolio, with an estimated market value of $699K.

What does the chart on this BYLD ownership page compare?

The chart compares Asset Management Group, Inc.'s quarterly BYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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