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Ishares Tr yld optim bd shares owned by KPP Advisory Services

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

Historical chart of KPP Advisory 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 KPP Advisory 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 KPP Advisory Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $709k 32k 22.43
2024-12-31 $3.3M 151k 22.17
2024-09-30 $5.6M 244k 22.92
2024-06-30 $3.6M 161k 22.18

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Dimensional Etf Trust Us Equity Market (DFUS)
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Amazon (AMZN)
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Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for KPP Advisory Services

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
Envestnet Asset Management
Kestra Private Wealth Services
VestGen Advisors
Jpmorgan Chase & Co
Cetera Investment Advisers

View all funds holding Ishares Tr yld optim bd