Ishares Tr esg 1 5 yr usd shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management 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 Cherry Tree Wealth Management 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 Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $330k | 13k | 25.16 |
| 2024-06-30 | $304k | 12k | 24.49 |
| 2024-03-31 | $300k | 12k | 24.48 |
| 2023-12-31 | $300k | 12k | 24.48 |
| 2023-09-30 | $293k | 12k | 23.77 |
| 2023-06-30 | $294k | 12k | 23.91 |
More positions owned by Cherry Tree Wealth Management
View all positions for Cherry Tree Wealth Management