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Position history for FWFocus Partners Wealth's holdings in ISHARES TR

Focus Partners Wealth holds 361,776 shares of BYLD (ISHARES TR), worth $8.2M as of 2026-Q2. The position was decreased (-15.3% shares). BYLD represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$8.2M

Current Shares

361,776

Total Value Change

-$2.5M

Total Shares Change

-103,317

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
361,776
-15.3%
$8.2M0.0%$22.45
0
2026-Q1
Decreased
427,129
-19.6%
$9.6M0.0%$22.03
0
2025-Q4
Increased
531,124
+1.1%
$12.1M0.0%$22.08
28
2025-Q3
Increased
525,381
+6.3%
$12M0.0%$21.83
30
2025-Q2
Decreased
494,096
-3.0%
$11.2M0.0%$21.25
0
2025-Q1
Decreased
509,473
-46.9%
$11.4M0.0%$20.79
0
2024-Q4
Increased
959,578
+106.3%
$21.3M0.0%$20.36
46
2024-Q3
Increased
465,093
+17.2%
$10.7M0.0%$20.68
32

Other major holders of BYLD: LPL Financial LLC, HUNTINGTON NATIONAL BANK

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