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Ishares Tr esg us agr bd shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of Ishares Tr esg us agr bd (EAGG) shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in Ishares Tr esg us agr bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg us agr 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 Tr esg us agr bd by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $668k 15k 45.30
2023-06-30 $753k 16k 47.17
2023-03-31 $771k 16k 48.06
2022-12-31 $756k 16k 46.74

More positions owned by Orgel Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Usa Mmentm (MTUM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Orgel Wealth Management

Top funds holding Ishares Tr esg us agr bd

Jpmorgan Chase & Co
Envestnet Asset Management
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
LPL Financial
Goldman Sachs Group
Northern Trust
Betterment
BlackRock
Raymond James Financial
Keybank National Association
M^T Bank Corporation
Envestnet Portfolio Solutions
SigFig Wealth Management
Ameriprise Financial

View all funds holding Ishares Tr esg us agr bd