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Ishares Tr esg 1 5 yr usd shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management 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 Litman Gregory Asset Management 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $793k 32k 24.48
2023-09-30 $770k 32k 23.77
2023-06-30 $674k 28k 23.91
2022-12-31 $661k 28k 23.77
2022-09-30 $262k 11k 23.53

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for Litman Gregory Asset Management

Top funds holding Ishares Tr esg 1 5 yr usd

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

View all funds holding Ishares Tr esg 1 5 yr usd