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
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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 |
|---|---|---|---|
| 2025-09-30 | $266k | 11k | 25.31 |
| 2025-06-30 | $284k | 11k | 25.17 |
| 2025-03-31 | $282k | 11k | 24.99 |
| 2024-12-31 | $279k | 11k | 24.70 |
| 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 |
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