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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr yld optim bd held by LWM 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 LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 97k 22.43
2023-09-30 $2.6M 120k 21.37

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View all positions for LWM Advisory Services

Top funds holding Ishares Tr yld optim bd

Huntington National Bank
Atlas Private Wealth Management
Systelligence
Raymond James Financial Services Advisors
Raymond James & Associates
Harwood Advisory
Branch Banking & Trust Company
LWM Advisory Services
Zimmermann Investment Management & Planning
Hanson McClain Advisors
Bank of America Corporation
Jane Street
Advisor Group Holdings
Jpmorgan Chase & Co
Elevated Capital Advisors

View all funds holding Ishares Tr yld optim bd