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Ishares Tr yld optim bd shares owned by Systelligence

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

Historical chart of Systelligence investment in Ishares Tr yld optim bd

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All positions including Ishares Tr yld optim bd held by Systelligence 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 Systelligence

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.1M 362k 22.36
2023-12-31 $8.1M 361k 22.43
2023-09-30 $5.5M 258k 21.37
2020-03-31 $939k 38k 24.66
2019-12-31 $21M 809k 25.66

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard World Consum Stp Etf (VDC)
J P Morgan Exchange Traded F Mkt Expnenhncd (JMEE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Systelligence

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