Ishares Tr yld optim bd shares owned by CWM
Historical chart of CWM 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 CWM consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr yld optim bd by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 520 | 23.08 |
| 2025-06-30 | $12k | 520 | 23.08 |
| 2025-03-31 | $12k | 520 | 23.08 |
| 2024-12-31 | $12k | 520 | 23.08 |
| 2024-09-30 | $12k | 541 | 22.18 |
| 2024-06-30 | $12k | 520 | 23.08 |
| 2024-03-31 | $12k | 534 | 22.47 |
| 2023-12-31 | $18k | 821 | 21.92 |
| 2023-09-30 | $18k | 841 | 21.40 |
| 2023-06-30 | $31k | 1.4k | 22.13 |
| 2023-03-31 | $205k | 9.3k | 22.03 |