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Ishares Tr esg 1 5 yr usd shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-03-31 $823k 34k 24.07
2022-12-31 $1.3M 55k 23.77
2022-09-30 $1.5M 63k 23.48
2022-06-30 $1.5M 61k 24.09
2022-03-31 $1.5M 59k 24.64
2021-12-31 $1.3M 49k 25.65

More positions owned by Evergreen Wealth Solutions

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Verizon Communications (VZ)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Ishares Tr National Mun Etf (MUB)
Intel Corporation (INTC)
JPMorgan Chase & Co. (JPM)
Roper Industries (ROP)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Evergreen Wealth Solutions

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
First Pacific Financial
Royal Bank of Canada
UBS Group
Bank of New York Mellon
Commonwealth Equity Services
Wells Fargo & Company
Private Ocean
Modera Wealth Management
Francis Financial
Putnam Fl Investment Management
Baird Financial
EP Wealth Advisors
Alesco Advisors
Milestone Investment Advisors

View all funds holding Ishares Tr esg 1 5 yr usd