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Ishares Tr esg 1 5 yr usd shares owned by Cardinal Point Wealth Management Partners

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Cardinal Point Wealth Management Partners from 13F filings

Historical chart of Cardinal Point Wealth Management 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 Cardinal Point Wealth Management Partners 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 Cardinal Point Wealth Management Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.4M 60k 24.06
2022-12-31 $1.7M 70k 23.77
2022-09-30 $626k 27k 23.42
2022-06-30 $679k 28k 24.10
2022-03-31 $456k 19k 24.62
2021-12-31 $475k 19k 25.64

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