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Ishares Tr yld optim bd shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Ishares Tr yld optim bd (BYLD) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Ishares Tr yld optim bd

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All positions including Ishares Tr yld optim bd held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 89k 22.92

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Top funds holding Ishares Tr yld optim bd

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

View all funds holding Ishares Tr yld optim bd