Orgel Wealth Management’s iShares Future AI Beneficiaries ETF AIBF Stock Holding History

Orgel Wealth Management’s Portfolio AIBF Stock Details AIBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$215M	Buy	+8,652,642	New	+$217M	4.06%	10

Orgel Wealth Management's AIBF Position: Q3 2026 in Review

Orgel Wealth Management opened a new position in iShares Future AI Beneficiaries ETF (AIBF) in Q3 2026: 8,652,642 shares worth $215M. The stake represents 4.06% of the portfolio and ranks #10 among its holdings.

1 fund tracked by Wall St. Rank holds AIBF as of Q3 2026.

Orgel Wealth Management held 8,652,642 shares of iShares Future AI Beneficiaries ETF worth $215M as of Q3 2026.
iShares Future AI Beneficiaries ETF was a new Orgel Wealth Management position in Q3 2026.
iShares Future AI Beneficiaries ETF made up 4.06% of Orgel Wealth Management's portfolio in Q3 2026, its #10 holding.
1 fund tracked by Wall St. Rank held iShares Future AI Beneficiaries ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.