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Ishares Tr esg 1 5 yr usd shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment Management 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 Financial Advocates Investment Management 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $370k 15k 24.48
2023-12-31 $370k 15k 24.48
2022-12-31 $3.1M 70k 44.67
2021-12-31 $948k 9.0k 105.62

More positions owned by Financial Advocates Investment Management

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Put Option (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)

View all positions for Financial Advocates Investment Management

Top funds holding Ishares Tr esg 1 5 yr usd

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

View all funds holding Ishares Tr esg 1 5 yr usd