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Ishares Tr yld optim bd shares owned by Heritage Family Offices

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

Historical chart of Heritage Family Offices 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 Heritage Family Offices 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 Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2025-12-31 $633k 28k 22.77

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Top funds holding Ishares Tr yld optim bd

Huntington National Bank
LPL Financial
Raymond James Financial
Colony
Advisor Group Holdings
Paradigm Financial Partners
Altman Advisors
Mariner Wealth Advisors
Branch Banking & Trust Company
LWM Advisory Services
Kestra Private Wealth Services
Envestnet Asset Management
VestGen Advisors
Jpmorgan Chase & Co
Cetera Investment Advisers

View all funds holding Ishares Tr yld optim bd