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Ishares Tr esg 1 5 yr usd shares owned by Equita Financial Network

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

Historical chart of Equita Financial Network 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 Equita Financial Network 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 Equita Financial Network

Quarter filed Position value Share count Share price at filing
2025-12-31 $347k 14k 25.24
2025-09-30 $293k 12k 25.31
2025-06-30 $215k 8.6k 25.17

More positions owned by Equita Financial Network

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Series Trust State Street Spd (SPTI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Real Estate Etf (AVRE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Equita Financial Network

Top funds holding Ishares Tr esg 1 5 yr usd

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

View all funds holding Ishares Tr esg 1 5 yr usd