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Ishares Tr esg 1 5 yr usd shares owned by Financial Gravity Wealth

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

Historical chart of Financial Gravity Wealth 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 Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 16k 74.69
2023-09-30 $1.2M 16k 74.69
2023-06-30 $34 1.5k 0.02
2023-03-31 $36 1.4k 0.03

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Heineken N V Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (HEINY)
Ishares Tr Uit Exchange Traded (MBB)
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Spdr Index Shs Fds Uit Exchange Traded (SPDW)
Scotts Miracle-gro Common Stock (SMG)

View all positions for Financial Gravity Wealth

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
First Pacific Financial
Royal Bank of Canada
UBS Group
Commonwealth Equity Services
Bank of New York Mellon
Wells Fargo & Company
Private Ocean
Modera Wealth Management
Francis Financial
Baird Financial
EP Wealth Advisors
Savant Capital Management
Alesco Advisors
Putnam Fl Investment Management

View all funds holding Ishares Tr esg 1 5 yr usd