LWM Advisory Services, LLC
Position in BYLD — iShares Yield Optimized Bond ETF
CIK 1697716
PLANTATION, FL
All Filings in BYLD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BYLD | $636,878 | 28,268 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 BYLD | $3,042,443 | 133,587 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 BYLD | $2,940,269 | 128,284 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 BYLD | $3,105,325 | 137,343 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BYLD | $3,068,704 | 136,843 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BYLD | $2,904,412 | 131,036 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 BYLD | $2,685,284 | 117,159 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 BYLD | $2,755,998 | 124,256 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 BYLD | $2,644,830 | 118,284 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 BYLD | $2,172,921 | 96,880 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 BYLD | $2,574,383 | 120,439 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||