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Ishares Tr esg 1 5 yr usd shares owned by CWC Advisors

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

Historical chart of CWC Advisors 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 CWC Advisors 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 CWC Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 8.1k 25.16

More positions owned by CWC Advisors

Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Broadcom (AVGO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Affiliated Managers (AMG)
Goldman Sachs (GS)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Microsoft Corporation (MSFT)

View all positions for CWC Advisors

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
Envestnet Asset Management
Sontag Advisory
Royal Bank of Canada
LPL Financial
Acorns Advisers
Commonwealth Equity Services
Bank of New York Mellon
Ameriprise Financial
Envestnet Portfolio Solutions
Wells Fargo & Company
Modera Wealth Management
UBS Group
Baird Financial
Savant Capital Management

View all funds holding Ishares Tr esg 1 5 yr usd