# ISHARES TR YLD OPTIM BD

ISHARES TR YLD OPTIM BD is a security (CUSIP 46434V787) tracked across SEC portfolio filings. 80 institutional managers reported $283.0M on Form 13F as of 2026-06-30.

## Summary

- Issuer: ISHARES TR
- Class: YLD OPTIM BD
- CUSIP: 46434V787
- 13F holders: 80
- 13F value: $283.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 80 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Horizon Wealth Management, LLC | LA GRANGE, IL | $56.9M | 2,511,534 |
| Members Trust Co | TAMPA, FL | $50.3M | 2,222,630 |
| HUNTINGTON NATIONAL BANK | COLUMBUS, OH | $24.6M | 1,093,589 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $22.7M | 1,008,996 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $21.4M | 947,705 |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | ST LOUIS, MO | $9.6M | 427,129 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $9.0M | 397,860 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $8.5M | 376,958 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $8.3M | 369,867 |
| Mariner, LLC | Overland Park, KS | $7.3M | 325,839 |
| Trivium Point Advisory, LLC | WILTON, CT | $6.5M | 284,959 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $6.1M | 272,348 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $5.9M | 261,482 |
| Envestnet Portfolio Solutions, Inc. | BERWYN, PA | $4.6M | 202,825 |
| [MTC Wealth Management LLC](https://search.stillhousedata.com/firm/305308) | TAMPA, FL | $4.5M | 199,896 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46434V787.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.