Ishares Tr esg 1 5 yr usd shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in Ishares Tr esg 1 5 yr usd
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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $237k | 9.7k | 24.48 |
| 2023-09-30 | $261k | 11k | 23.77 |
| 2023-06-30 | $253k | 11k | 23.91 |
| 2023-03-31 | $241k | 10k | 24.06 |
| 2022-12-31 | $235k | 9.9k | 23.77 |
| 2022-09-30 | $246k | 11k | 23.50 |
| 2022-06-30 | $252k | 11k | 24.07 |
| 2022-03-31 | $267k | 11k | 24.67 |
| 2021-12-31 | $273k | 11k | 25.68 |
| 2021-09-30 | $273k | 11k | 25.94 |
| 2021-06-30 | $229k | 8.8k | 26.04 |
| 2021-03-31 | $284k | 11k | 25.99 |