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Ishares Tr yld optim bd shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-03-31 $4.9M 219k 22.43
2024-12-31 $4.8M 217k 22.17
2024-09-30 $4.9M 214k 22.92
2024-06-30 $4.9M 221k 22.18
2024-03-31 $4.9M 221k 22.36

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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