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Ishares Tr yld optim bd shares owned by Align Financial

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

Historical chart of Align Financial investment in Ishares Tr yld optim bd

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

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Quarterly reported holdings in Ishares Tr yld optim bd by Align Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $25k 1.1k 22.53

More positions owned by Align Financial

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Avantis Core Fixed Income Etf Etf (AVIG)
Vanguard Value Etf Etf (VTV)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Total Bond Market Etf Etf (BND)
Avantis Core Municipal Fixed Income Etf Etf (AVMU)
Dimensional U.s. Equity Market Etf Etf (DFUS)

View all positions for Align Financial

Top funds holding Ishares Tr yld optim bd

Horizon Wealth Management
Huntington National Bank
LPL Financial
Raymond James Financial
Colony
Advisor Group Holdings
Envestnet Asset Management
Mariner Wealth Advisors
Cetera Investment Advisers
Altman Advisors
Branch Banking & Trust Company
Kestra Private Wealth Services
Commonwealth Equity Services
MEMBERS Trust
Laffer Investments

View all funds holding Ishares Tr yld optim bd