Essential Planning »

Ishares Tr esg 1 5 yr usd shares owned by Essential Planning

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

Historical chart of Essential 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 Essential Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $11M 447k 24.85
2024-03-31 $203k 8.3k 24.48
2023-09-30 $217k 9.1k 23.77
2023-06-30 $219k 9.1k 23.91
2023-03-31 $207k 8.6k 24.06

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Mbs Etf (MBB)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Ibonds 25 Trm Ts (IBTF)

View all positions for Essential Planning

Top funds holding Ishares Tr esg 1 5 yr usd

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

View all funds holding Ishares Tr esg 1 5 yr usd