Birchcreek Wealth Management »

Ishares Tr yld optim bd shares owned by Birchcreek Wealth Management

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

Historical chart of Birchcreek 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 Birchcreek Wealth Management 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 Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $894k 40k 22.36
2023-12-31 $691k 31k 22.43
2023-09-30 $686k 32k 21.37

More positions owned by Birchcreek Wealth Management

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Birchcreek Wealth Management

Top funds holding Ishares Tr yld optim bd

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

View all funds holding Ishares Tr yld optim bd