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Ishares Tr esg 1 5 yr usd shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family 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 Morton Brown Family 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $67k 2.7k 24.48
2023-12-31 $63k 2.6k 24.48
2023-09-30 $61k 2.6k 23.77
2023-06-30 $60k 2.5k 23.91
2023-03-31 $60k 2.5k 24.06
2022-12-31 $56k 2.3k 23.77
2022-09-30 $55k 2.3k 23.51
2022-06-30 $56k 2.3k 24.14
2022-03-31 $57k 2.3k 24.80
2021-12-31 $59k 2.3k 25.67

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab International Small-cap Equity Etf Etf (SCHC)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family 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
LPL Financial
Private Ocean
Wells Fargo & Company
Modera Wealth Management
Francis Financial
Baird Financial
EP Wealth Advisors
Savant Capital Management
Eastern Bank

View all funds holding Ishares Tr esg 1 5 yr usd