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Ishares Tr yld optim bd shares owned by Atlas Private Wealth Management

Quarter-by-quarter ownership of Ishares Tr yld optim bd (BYLD) shares owned by Atlas Private Wealth Management from 13F filings

Historical chart of Atlas Private Wealth Management 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 Atlas Private Wealth Management 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 Atlas Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.4M 377k 22.36
2023-12-31 $8.0M 357k 22.43

More positions owned by Atlas Private Wealth Management

Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Ishares Yield Optimized Bond Etf Etf (BYLD)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Jpmorgan Municipal Etf Etf (JMUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Johnson & Johnson Stock (JNJ)
First Trust Preferred Securities & Income Etf Etf (FPE)

View all positions for Atlas Private Wealth Management

Top funds holding Ishares Tr yld optim bd

Huntington National Bank
LPL Financial
Colony
Systelligence
Raymond James Financial Services Advisors
Raymond James & Associates
KPP Advisory Services
Sigma Planning
Bank of America Corporation
Paradigm Financial Partners
Envestnet Asset Management
Branch Banking & Trust Company
LWM Advisory Services
Advisor Group Holdings
Hanson McClain Advisors

View all funds holding Ishares Tr yld optim bd