Ishares Tr esg 1 5 yr usd shares owned by Grand Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Grand Wealth Management
from 13F filings
Historical chart of Grand Wealth Management investment in Ishares Tr esg 1 5 yr usd
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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Grand Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 10k | 25.31 |
| 2025-06-30 | $247k | 9.8k | 25.17 |
| 2025-03-31 | $247k | 9.9k | 24.99 |
| 2024-12-31 | $244k | 9.9k | 24.70 |
| 2024-09-30 | $249k | 9.9k | 25.16 |
| 2024-06-30 | $405k | 17k | 24.49 |
| 2024-03-31 | $895k | 37k | 24.48 |
| 2023-12-31 | $868k | 36k | 24.48 |
| 2023-09-30 | $862k | 36k | 23.77 |
| 2023-06-30 | $1.6M | 66k | 23.91 |
| 2023-03-31 | $1.5M | 62k | 24.06 |
| 2022-12-31 | $786k | 33k | 23.77 |
| 2022-09-30 | $1.0M | 44k | 23.50 |
| 2022-06-30 | $1.7M | 72k | 24.10 |
| 2022-03-31 | $1.6M | 65k | 24.63 |
| 2021-12-31 | $1.8M | 72k | 25.65 |