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Ishares Tr yld optim bd shares owned by SJS Investment Consulting

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

Historical chart of SJS Investment Consulting investment in Ishares Tr yld optim bd

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All positions including Ishares Tr yld optim bd held by SJS Investment Consulting 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 SJS Investment Consulting

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7k 120 22.78
2025-03-31 $718 32 22.44

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Top funds holding Ishares Tr yld optim bd

Huntington National Bank
LPL Financial
Raymond James Financial
Colony
Rockefeller Capital Management
Advisor Group Holdings
Paradigm Financial Partners
Mariner Wealth Advisors
Altman Advisors
Envestnet Asset Management
Branch Banking & Trust Company
Cetera Investment Advisers
LWM Advisory Services
Kestra Private Wealth Services
Jpmorgan Chase & Co

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