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Ishares Tr yld optim bd shares owned by CWM

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

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

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Quarterly reported holdings in Ishares Tr yld optim bd by CWM

Quarter filed Position value Share count Share price at filing
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

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View all positions for CWM

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