Sigma Planning »

Ishares Tr yld optim bd shares owned by Sigma Planning

Quarter-by-quarter ownership of Ishares Tr yld optim bd (BYLD) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in Ishares Tr yld optim bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr yld optim bd held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr yld optim bd by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 221k 22.36

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sigma Planning

Top funds holding Ishares Tr yld optim bd

Huntington National Bank
Atlas Private Wealth Management
Systelligence
LPL Financial
Raymond James Financial Services Advisors
Sigma Planning
Raymond James & Associates
Harwood Advisory
Branch Banking & Trust Company
Bank of America Corporation
LWM Advisory Services
Advisor Group Holdings
Zimmermann Investment Management & Planning
Great Valley Advisor Group
Hanson McClain Advisors

View all funds holding Ishares Tr yld optim bd