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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr esg 1 5 yr usd held by Grand Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr esg 1 5 yr usd by Grand Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |