Savvy Advisors »

Ishares Tr yld optim bd shares owned by Savvy Advisors

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

Historical chart of Savvy 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 Savvy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr yld optim bd by Savvy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 48k 22.36
2023-12-31 $318k 14k 22.43

More positions owned by Savvy Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amgen (AMGN)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr TRS FLT RT BD (TFLO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Savvy Advisors

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