Ishares Tr esg 1 5 yr usd shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $226k | 9.5k | 23.76 |
| 2023-06-30 | $233k | 9.8k | 23.87 |
| 2023-03-31 | $492k | 20k | 24.08 |
| 2022-12-31 | $486k | 20k | 23.79 |
| 2022-09-30 | $469k | 20k | 23.48 |
| 2022-06-30 | $534k | 22k | 24.10 |
| 2022-03-31 | $374k | 15k | 24.64 |
| 2021-12-31 | $382k | 15k | 25.64 |
| 2021-09-30 | $384k | 15k | 25.96 |
| 2021-06-30 | $387k | 15k | 26.05 |
| 2021-03-31 | $383k | 15k | 25.96 |
| 2020-12-31 | $389k | 15k | 26.17 |
| 2020-09-30 | $516k | 20k | 26.08 |
| 2020-06-30 | $599k | 23k | 26.00 |
| 2020-03-31 | $638k | 26k | 24.91 |
| 2019-12-31 | $659k | 26k | 25.41 |
| 2019-09-30 | $596k | 23k | 25.45 |
| 2019-06-30 | $541k | 21k | 25.34 |
| 2019-03-31 | $793k | 32k | 25.00 |
| 2018-12-31 | $670k | 27k | 24.44 |