Ishares Tr yld optim bd shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Ishares Tr yld optim bd (BYLD) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Ishares Tr yld optim bd
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Quarterly reported holdings in Ishares Tr yld optim bd by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $479k | 21k | 22.77 |
| 2025-09-30 | $518k | 23k | 22.93 |
| 2025-06-30 | $588k | 26k | 22.60 |
| 2025-03-31 | $711k | 32k | 22.48 |
| 2024-12-31 | $435k | 20k | 22.16 |
| 2024-09-30 | $449k | 20k | 22.92 |
| 2024-06-30 | $636k | 29k | 22.18 |
| 2024-03-31 | $2.0M | 88k | 22.36 |
| 2023-12-31 | $428k | 19k | 22.43 |
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