Ishares Tr yld optim bd shares owned by LWM Advisory Services
Quarter-by-quarter ownership of Ishares Tr yld optim bd (BYLD) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in Ishares Tr yld optim bd
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Quarterly reported holdings in Ishares Tr yld optim bd by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 117k | 22.92 |
| 2024-06-30 | $2.8M | 124k | 22.18 |
| 2024-03-31 | $2.6M | 118k | 22.36 |
| 2023-12-31 | $2.2M | 97k | 22.43 |
| 2023-09-30 | $2.6M | 120k | 21.37 |