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Ishares Tr yld optim bd shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $25k 1.1k 22.77

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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

View all funds holding Ishares Tr yld optim bd