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Ishares Tr esg 1 5 yr usd shares owned by Exchange Bank

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

Historical chart of Exchange Bank 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 Exchange Bank 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 Exchange Bank

Quarter filed Position value Share count Share price at filing
2024-12-31 $453k 18k 24.70
2024-09-30 $461k 18k 25.16
2024-06-30 $316k 13k 24.49
2024-03-31 $232k 9.5k 24.48

More positions owned by Exchange Bank

Apple Common Stock (AAPL)
Ishares National Amt-free Muni Mutual Funds / (MUB)
Microsoft Corp Common Stock (MSFT)
Ishares Core Total Us Bond Mutual Funds/fi (AGG)
Vanguard Total Stock Market Etf Mutual Funds/eq (VTI)
Procter & Gamble Common Stock (PG)
Johnson & Johnson Common Stock (JNJ)
Vanguard Total Bond Market Etf Mutual Funds/fi (BND)
Chevron Corp Common Stock (CVX)
Walmart Common Stock (WMT)
Exxon Mobil Corp Common Stock (XOM)
Caterpillar Common Stock (CAT)
Jp Morgan Chase & Co Common Stock (JPM)
Union Pacific Corp Common Stock (UNP)
Berkshire Hathaway Common Stock (BRK.A)

View all positions for Exchange Bank

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