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Ishares Tr yld optim bd shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Ishares Tr yld optim bd (BYLD) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group 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 Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 88k 22.36
2023-12-31 $428k 19k 22.43

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View all positions for Great Valley Advisor Group

Top funds holding Ishares Tr yld optim bd

Huntington National Bank
Atlas Private Wealth Management
Systelligence
LPL Financial
Raymond James Financial Services Advisors
Sigma Planning
Raymond James & Associates
Harwood Advisory
Branch Banking & Trust Company
Bank of America Corporation
LWM Advisory Services
Advisor Group Holdings
Zimmermann Investment Management & Planning
Great Valley Advisor Group
Hanson McClain Advisors

View all funds holding Ishares Tr yld optim bd