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Ishares Tr esg 1 5 yr usd shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 69k 24.48
2023-09-30 $1.7M 71k 23.77
2023-06-30 $1.7M 72k 23.91
2023-03-31 $2.1M 87k 24.06
2022-12-31 $968k 41k 23.77

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Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
First Pacific Financial
Royal Bank of Canada
UBS Group
Bank of New York Mellon
Commonwealth Equity Services
Wells Fargo & Company
Private Ocean
Modera Wealth Management
Francis Financial
Putnam Fl Investment Management
Baird Financial
EP Wealth Advisors
Alesco Advisors
Milestone Investment Advisors

View all funds holding Ishares Tr esg 1 5 yr usd