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Ishares Tr esg 1 5 yr usd shares owned by Affinia Financial Group

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

Historical chart of Affinia Financial Group 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 Affinia Financial Group 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 Affinia Financial Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.1M 47k 23.89
2023-03-31 $1.2M 49k 24.11
2022-12-31 $1.1M 46k 23.93

More positions owned by Affinia Financial Group

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Short Treas Bd (SHV)
T Rowe Price Etf Price Div Grwt (TDVG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Msci Usa Esg Slc (SUSA)
Cgi Cl A Sub Vtg (GIB)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Microsoft Corporation (MSFT)

View all positions for Affinia Financial Group

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
Envestnet Asset Management
Sontag Advisory
Royal Bank of Canada
LPL Financial
Acorns Advisers
Commonwealth Equity Services
Bank of New York Mellon
Ameriprise Financial
Envestnet Portfolio Solutions
Wells Fargo & Company
Modera Wealth Management
UBS Group
Baird Financial
Savant Capital Management

View all funds holding Ishares Tr esg 1 5 yr usd