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Ishares Tr esg 1 5 yr usd shares owned by Beacon Investment Advisory Services

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Beacon Investment Advisory Services from 13F filings

Historical chart of Beacon Investment Advisory Services 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 Beacon Investment Advisory Services 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 Beacon Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $196k 7.8k 25.07

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NVIDIA Corporation (NVDA)
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Analog Devices (ADI)

View all positions for Beacon Investment Advisory Services

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
LPL Financial
Morgan Stanley
Thrivent Financial for Lutherans
EP Wealth Advisors
Ameriprise Financial
Bank of New York Mellon
Royal Bank of Canada
Acorns Advisers
Wells Fargo & Company
Savant Capital Management
Commonwealth Equity Services
Envestnet Asset Management
Sontag Advisory
Modera Wealth Management

View all funds holding Ishares Tr esg 1 5 yr usd