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

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

Historical chart of Endeavor 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 Endeavor 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 Endeavor Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 11k 24.99
2024-12-31 $28k 1.1k 24.71

More positions owned by Endeavor Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Core Balanced SHS (CGBL)
Vanguard World Mega Cap Index (MGC)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Ishares Tr Us Treas Bd Etf (GOVT)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Endeavor Private Wealth

Top funds holding Ishares Tr esg 1 5 yr usd

Envestnet Asset Management
Goldman Sachs Group
LPL Financial
Morgan Stanley
Thrivent Financial for Lutherans
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
EP Wealth Advisors
Royal Bank of Canada
Ameriprise Financial
Acorns Advisers
Wells Fargo & Company
Bank of New York Mellon
Savant Capital Management
Commonwealth Equity Services

View all funds holding Ishares Tr esg 1 5 yr usd