Mariner Wealth Advisors »

Ishares Tr esg 1 5 yr usd shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Ishares Tr esg 1 5 yr usd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg 1 5 yr usd held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $451k 18k 24.48
2023-03-31 $229k 9.5k 24.11

More positions owned by Mariner Wealth Advisors

Ishares S&p 500 Index Etf (IVV)
Apple (AAPL)
Microsoft Stock (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Amazon (AMZN)
Spdr S&p 500 Etf Etf (SPY)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
JPMorgan Chase & Co. (JPM)

View all positions for Mariner Wealth Advisors

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
Morgan Stanley
First Pacific Financial
Royal Bank of Canada
Commonwealth Equity Services
Bank of New York Mellon
Ameriprise Financial
Envestnet Asset Management
LPL Financial
UBS Group
Private Ocean
Modera Wealth Management
Wells Fargo & Company
Francis Financial
Baird Financial

View all funds holding Ishares Tr esg 1 5 yr usd