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iShares Brclys Intrdte Gov/Crt Bd shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of iShares Brclys Intrdte Gov/Crt Bd (GVI) shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in iShares Brclys Intrdte Gov/Crt Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares Brclys Intrdte Gov/Crt Bd held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Brclys Intrdte Gov/Crt Bd by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 17k 104.76
2016-12-31 $238k 2.2k 109.93

More positions owned by Orgel Wealth Management

Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Indexiq Active Etf Tr Iq Mackay Insred (MMIN)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Orgel Wealth Management

Top funds holding iShares Brclys Intrdte Gov/Crt Bd

Fifth Third Bancorp
Stifel Financial
Bank of America Corporation
Alan Leist III
Umb Bank N A
Us Bancorp
Envestnet Portfolio Solutions
German American Bancorp
Johnson Financial Group
DT Investment Partners
First Citizens Asset Management
Bank of New York Mellon
Pnc Financial Services
Assetmark
Horizon Bancorp

View all funds holding iShares Brclys Intrdte Gov/Crt Bd