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Ishares Tr yld optim bd shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services 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 Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 98k 22.92
2025-06-30 $1.9M 85k 22.61
2025-03-31 $602k 27k 22.43