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Ishares Tr yld optim bd shares owned by Asset Allocation Strategies

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

Historical chart of Asset Allocation Strategies 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 Asset Allocation Strategies 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 Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $508k 22k 22.92
2025-06-30 $504k 22k 22.61
2024-12-31 $462k 21k 22.24
2024-09-30 $302k 13k 22.92

More positions owned by Asset Allocation Strategies

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Global 100 Etf (IOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Asset Allocation Strategies

Top funds holding Ishares Tr yld optim bd

Huntington National Bank
LPL Financial
Raymond James Financial
Colony
Advisor Group Holdings
Paradigm Financial Partners
Altman Advisors
Mariner Wealth Advisors
Branch Banking & Trust Company
LWM Advisory Services
Envestnet Asset Management
Kestra Private Wealth Services
VestGen Advisors
Jpmorgan Chase & Co
Cetera Investment Advisers

View all funds holding Ishares Tr yld optim bd