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Ishares Tr edge us fixd inm shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Ishares Tr edge us fixd inm (SYSB) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Ishares Tr edge us fixd inm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge us fixd inm held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge us fixd inm by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 16k 89.76

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares U S Etf Tr Short Duration B (NEAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (CWB)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Value (VLUE)

View all positions for Optivise Advisory Services

Top funds holding Ishares Tr edge us fixd inm

CWM
Park Avenue Securities
BlackRock
Ameriprise Financial
Merit Financial Group
Branch Banking & Trust Company
Kelly Financial Services
Sanctuary Advisors
Citadel Advisors
Triad Wealth Partners
Us Bancorp
Perigon Wealth Management
Sharkey, Howes & Javer
AE Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

View all funds holding Ishares Tr edge us fixd inm