iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $628k | 5.9k | 106.78 |
| 2025-06-30 | $605k | 5.7k | 106.34 |
| 2025-03-31 | $565k | 5.4k | 105.60 |
| 2024-12-31 | $528k | 5.0k | 105.48 |
| 2024-09-30 | $1.3M | 12k | 106.19 |
| 2024-06-30 | $1.1M | 11k | 104.55 |
| 2024-03-31 | $935k | 8.9k | 104.73 |
| 2023-12-31 | $114M | 1.1M | 105.43 |
| 2023-09-30 | $3.8M | 37k | 102.86 |
| 2023-06-30 | $4.5M | 43k | 104.04 |
| 2023-03-31 | $129M | 1.2M | 104.68 |
| 2022-12-31 | $122M | 1.2M | 104.27 |
| 2022-09-30 | $207k | 2.0k | 102.53 |
| 2022-06-30 | $1.3M | 12k | 104.69 |
| 2022-03-31 | $590k | 5.6k | 104.63 |
| 2021-12-31 | $510k | 4.8k | 107.35 |
| 2021-09-30 | $513k | 4.8k | 107.48 |
| 2021-06-30 | $434k | 4.0k | 107.72 |
| 2021-03-31 | $431k | 4.0k | 107.75 |
| 2020-09-30 | $1.9M | 18k | 108.11 |
| 2020-06-30 | $3.7M | 35k | 107.87 |
| 2020-03-31 | $9.8M | 92k | 106.30 |
| 2019-12-31 | $30M | 276k | 106.78 |
| 2019-03-31 | $467k | 4.4k | 105.51 |
| 2018-12-31 | $467k | 4.4k | 105.51 |
| 2018-09-30 | $814k | 7.8k | 104.72 |
| 2018-06-30 | $1.2M | 11k | 105.03 |
| 2018-03-31 | $1.7M | 16k | 104.91 |
| 2017-12-31 | $1.2M | 12k | 104.86 |
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