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Ishares Tr esg 1 5 yr usd shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2023-12-31 $201k 8.2k 24.48
2023-03-31 $228k 9.5k 24.06
2022-12-31 $259k 11k 23.77
2022-06-30 $199k 8.3k 24.03
2022-03-31 $245k 9.9k 24.64
2021-12-31 $338k 13k 25.62
2021-09-30 $524k 20k 25.98
2021-06-30 $520k 20k 26.06
2021-03-31 $259k 10k 25.94
2020-12-31 $223k 8.5k 26.13
2020-09-30 $160k 6.1k 26.02
2020-06-30 $134k 5.1k 26.09
2020-03-31 $117k 4.7k 24.87
2019-12-31 $124k 4.9k 25.37
2019-09-30 $60k 2.3k 25.54
2019-06-30 $6.0k 232 25.86