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Blackrock Etf Trust Ii shares owned by Evergreen Wealth Partners

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

Historical chart of Evergreen 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 Evergreen 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 Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 123k 22.22

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pgim Etf Tr Aaa Clo Etf (PAAA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Ishares Tr U.s. Med Dvc Etf (IHI)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pimco Etf Tr Muni Income Opp (MINO)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Evergreen Wealth Partners

Top funds holding Blackrock Etf Trust Ii

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

View all funds holding Blackrock Etf Trust Ii