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Ishares Tr yld optim bd shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $222k 9.8k 22.55
2024-12-31 $270k 12k 22.17
2024-09-30 $499k 22k 22.92
2024-06-30 $491k 22k 22.18
2024-03-31 $508k 23k 22.36