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Ishares Tr yld optim bd shares owned by Principal Securities

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

Historical chart of Principal Securities investment in Ishares Tr yld optim bd

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All positions including Ishares Tr yld optim bd held by Principal Securities 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 Principal Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $158k 6.9k 22.92
2024-06-30 $172k 7.8k 22.18
2024-03-31 $174k 7.8k 22.36
2023-12-31 $162k 7.2k 22.43

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Ishares Tr Core Msci Eafe (IEFA)
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Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Principal Exchange Traded Prin U S Small (PSC)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Principal Securities

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