Lwm Advisory Services, LLC Ishares Tr Yield Optimized Bd Transaction History

Lwm Advisory Services, LLC

  • $139 Million
  • Q2 2025

A detailed history of Lwm Advisory Services, LLC transactions in Ishares Tr Yield Optimized Bd stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 137,343 shares of BYLD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
137,343
Previous 136,843 0.37%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
500 Added 0.37%
137,343 $0
Q1 2025

May 13, 2025
BUY
N/A
5,807 Added 4.43%
136,843 $0
Q4 2024

Feb 03, 2025
BUY
N/A
13,877 Added 11.84%
131,036 $0
Q3 2024

Nov 13, 2024
SELL
N/A
-7,097 Reduced 5.71%
117,159 $0
Q2 2024

Aug 08, 2024
BUY
N/A
5,972 Added 5.05%
124,256 $0
Q1 2024

May 09, 2024
BUY
N/A
21,404 Added 22.09%
118,284 $0
Q4 2023

Feb 05, 2024
SELL
N/A
-23,559 Reduced 19.56%
96,880 $0
Q3 2023

Nov 02, 2023
BUY
N/A
120,439 New
120,439 $0

Others Institutions Holding BYLD

# of Institutions
71
Shares Held
6.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR YIELD OPTIMIZED BD

BYLD Quotes by TradingView
  • Ticker BYLD
More about BYLD
Track This Portfolio

Track Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email