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Blackrock Etf Trust shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Blackrock Etf Trust (BALI) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Blackrock Etf Trust

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All positions including Blackrock Etf Trust held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Etf Trust by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 51k 31.74
2025-06-30 $1.1M 36k 30.11
2025-03-31 $488k 17k 28.79
2024-12-31 $289k 9.5k 30.25

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding Blackrock Etf Trust

Envestnet Asset Management
LPL Financial
Ameriprise Financial
EWG Elevate
Cetera Investment Advisers
Vestmark Advisory Solutions
Advisor Group Holdings
Morgan Stanley
Jpmorgan Chase & Co
Commonwealth Equity Services
Granite Bay Wealth Management
Northwestern Mutual Wealth Management Company
Assetmark
U.S. Capital Wealth Advisors
Envestnet Portfolio Solutions

View all funds holding Blackrock Etf Trust