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Ishares Tr esg 1 5 yr usd shares owned by Clarity Wealth Development

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

Historical chart of Clarity Wealth Development 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 Clarity Wealth Development 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 Clarity Wealth Development

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 120k 25.37
2025-06-30 $3.0M 121k 25.17
2025-03-31 $2.9M 114k 25.06
2024-12-31 $2.8M 114k 24.85

More positions owned by Clarity Wealth Development

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Nushares Etf Tr Nuveen Esg Intl (NUDM)
Dimensional Etf Trust Global Real Est (DFGR)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Apple (AAPL)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust Portfli Intrmdit (SPTI)

View all positions for Clarity Wealth Development

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
LPL Financial
Royal Bank of Canada
Morgan Stanley
Ameriprise Financial
Envestnet Asset Management
Acorns Advisers
Bank of New York Mellon
Savant Capital Management
Thrivent Financial for Lutherans
Wells Fargo & Company
Sontag Advisory
Modera Wealth Management
EP Wealth Advisors
Perigon Wealth Management

View all funds holding Ishares Tr esg 1 5 yr usd