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Ishares Tr esg 1 5 yr usd shares owned by Bridgeworth

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

Historical chart of Bridgeworth 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 Bridgeworth 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 Bridgeworth

Quarter filed Position value Share count Share price at filing
2023-12-31 $308k 13k 24.48
2023-09-30 $307k 13k 23.77
2023-06-30 $309k 13k 23.91
2023-03-31 $288k 12k 24.06
2022-09-30 $200k 8.5k 23.48

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Dimensional Etf Trust Us Real Estate E (DFAR)
Leuthold Fds Core Etf (LCR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Bridgeworth

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
Wells Fargo & Company
Private Ocean
Modera Wealth Management
Francis Financial
Putnam Fl Investment Management
Baird Financial
EP Wealth Advisors
Alesco Advisors
Hanson McClain Advisors

View all funds holding Ishares Tr esg 1 5 yr usd