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Blackrock Etf Trust Ii shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Blackrock Etf Trust Ii

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Etf Trust Ii 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 Ii by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 60k 51.74
2025-09-30 $1.3M 25k 51.97
2025-06-30 $1.0M 19k 51.92
2025-03-31 $430k 8.3k 51.78
2024-12-31 $475k 9.2k 51.77

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
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 Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Blackrock Etf Trust Ii

LPL Financial
BlackRock
Envestnet Asset Management
Advocacy Wealth Management Services
Pallas Capital Advisors
Integrys Wealth Advisors
Cetera Investment Advisers
Betterment
Mml Investors Services
Charter Trust
Vestmark Advisory Solutions
Landing Point Financial Group
Goldstone Financial Group
Ferguson Shapiro
AE Wealth Management

View all funds holding Blackrock Etf Trust Ii