IronOak Wealth »

Ishares Tr yld optim bd shares owned by IronOak Wealth

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

Historical chart of IronOak Wealth 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 IronOak Wealth 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 IronOak Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.0M 225k 22.17

More positions owned by IronOak Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Amazon (AMZN)
Broadcom (AVGO)
Uber Technologies (UBER)
Intuit (INTU)
Coinbase Global Com Cl A (COIN)
Netflix (NFLX)
Ge Vernova (GEV)
Microsoft Corporation (MSFT)
Vaneck Bitcoin Etf Sh Ben Int (HODL)
Pimco Etf Tr Multisector Bd (PYLD)
Servicenow (NOW)
Meta Platforms Cl A (META)

View all positions for IronOak Wealth

Top funds holding Ishares Tr yld optim bd

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

View all funds holding Ishares Tr yld optim bd