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Ishares Tr yld optim bd shares owned by KerberRose Wealth Management

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

Historical chart of KerberRose Wealth Management 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 KerberRose Wealth Management 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 KerberRose Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $1.1M 48k 22.07

More positions owned by KerberRose Wealth Management

Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Spdr Portfolio S P 1500 Cmpst St Etf Portfoli S&p1500 (SPTM)
Ishares Tips Bond Etf Tips Bd Etf (TIP)
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)
Schwab Us Tips Etf Us Tips Etf (SCHP)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Apple (AAPL)
Vanguard Small Cap Etf Small Cp Etf (VB)
Ishares Brd Usd Inv Grd Corp Bd Etf Usd Inv Grde Etf (USIG)
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP)
Vanguard Short Term Cor Bd Etf Iv Shrt Trm Corp Bd (VCSH)
Invesco Total Return Bond Etf Total Return (GTO)

View all positions for KerberRose Wealth Management

Top funds holding Ishares Tr yld optim bd

Huntington National Bank
LPL Financial
Colony
Systelligence
Raymond James Financial Services Advisors
Raymond James & Associates
Sigma Planning
Bank of America Corporation
Paradigm Financial Partners
KPP Advisory Services
Envestnet Asset Management
Branch Banking & Trust Company
Cetera Investment Advisers
LWM Advisory Services
Advisor Group Holdings

View all funds holding Ishares Tr yld optim bd