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Blackrock Etf Trust Ii shares owned by Orgel Wealth Management

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

Historical chart of Orgel Wealth Management investment in Blackrock Etf Trust Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock Etf Trust Ii by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $183M 8.1M 22.45
2025-06-30 $2.1M 96k 22.31
2025-03-31 $2.2M 96k 22.67
2024-12-31 $1.7M 76k 22.66
2024-09-30 $1.8M 76k 23.18

More positions owned by Orgel Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Global X Fds Us Pfd Etf (PFFD)

View all positions for Orgel Wealth Management

Top funds holding Blackrock Etf Trust Ii

Orgel Wealth Management
LPL Financial
Commonwealth Equity Services
Advisor Group Holdings
Envestnet Asset Management
HighTower Advisors
Dynasty Wealth Management
Quotient Wealth Partners
Trust
IHT Wealth Management
Prentice Wealth Management
Cambridge Investment Research Advisors
Mml Investors Services
Forte Asset Management
CliftonLarsonAllen Wealth Advisors

View all funds holding Blackrock Etf Trust Ii