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Blackrock Etf Trust Ii shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Blackrock Etf Trust Ii (SHYM) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Blackrock Etf Trust Ii

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

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Quarterly reported holdings in Blackrock Etf Trust Ii by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 217k 22.34
2025-06-30 $5.9M 262k 22.31
2025-03-31 $6.7M 297k 22.67

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Blackrock Etf Trust Ii

Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Kestra Investment Management
Jpmorgan Chase & Co
Prentice Wealth Management
Dynasty Wealth Management
Quotient Wealth Partners
Trust
CliftonLarsonAllen Wealth Advisors
Cambridge Investment Research Advisors
Cetera Investment Advisers
Helen Stephens Group
Mml Investors Services

View all funds holding Blackrock Etf Trust Ii