Goepper Burkhardt »

Ishares Tr esg 1 5 yr usd shares owned by Goepper Burkhardt

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

Historical chart of Goepper Burkhardt 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 Goepper Burkhardt 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 Goepper Burkhardt

Quarter filed Position value Share count Share price at filing
2023-12-31 $439k 18k 24.41
2023-09-30 $452k 19k 23.77
2023-06-30 $407k 17k 23.91
2023-03-31 $409k 17k 24.06
2022-12-31 $226k 9.5k 23.77

More positions owned by Goepper Burkhardt

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Fds Health Car Etf (VHT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)

View all positions for Goepper Burkhardt

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