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Ishares Tr esg 1 5 yr usd shares owned by Elser Financial Planning

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

Historical chart of Elser Financial Planning 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 Elser Financial Planning 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 Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.0M 247k 24.49

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Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
Morgan Stanley
Royal Bank of Canada
Acorns Advisers
Commonwealth Equity Services
Envestnet Asset Management
Bank of New York Mellon
LPL Financial
Envestnet Portfolio Solutions
Modera Wealth Management
Private Ocean
Wells Fargo & Company
Savant Capital Management
Putnam Fl Investment Management
Francis Financial

View all funds holding Ishares Tr esg 1 5 yr usd