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Ishares Tr yld optim bd shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Ishares Tr yld optim bd

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All positions including Ishares Tr yld optim bd held by ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $381k 17k 22.92
2025-06-30 $287k 13k 22.61

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
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Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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