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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
2024-12-31 $926k 8.9k 104.23
2023-12-31 $1.8M 17k 104.76
2016-12-31 $238k 2.2k 109.93

More positions owned by Orgel Wealth Management

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
New York Life Invts Active E Nyli Mackay Muni (MMIN)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Orgel Wealth Management

Top funds holding iShares Brclys Intrdte Gov/Crt Bd

Bank of America Corporation
Stifel Financial
Eastern Bank
Envestnet Asset Management
Fifth Third Bancorp
Umb Bank N A
Keybank National Association
Financial Counselors
Atlantic Trust
German American Bancorp
Jpmorgan Chase & Co
Pnc Financial Services
Bank of New York Mellon
Us Bancorp
Morgan Stanley

View all funds holding iShares Brclys Intrdte Gov/Crt Bd