Ishares Tr esg 1 5 yr usd shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman 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 Grubman Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.2M | 87k | 24.70 |
| 2024-09-30 | $1.7M | 69k | 25.16 |
| 2024-06-30 | $1.7M | 69k | 24.49 |
| 2024-03-31 | $1.6M | 67k | 24.48 |
| 2023-12-31 | $1.5M | 63k | 24.48 |
| 2023-09-30 | $1.4M | 60k | 23.77 |
| 2023-06-30 | $1.6M | 67k | 23.91 |
| 2023-03-31 | $1.5M | 64k | 24.06 |
| 2022-12-31 | $1.4M | 61k | 23.77 |
| 2022-09-30 | $1.4M | 61k | 23.49 |
| 2022-06-30 | $1.5M | 60k | 24.10 |
| 2022-03-31 | $1.5M | 61k | 24.64 |
| 2021-12-31 | $1.5M | 58k | 25.65 |
| 2021-09-30 | $1.5M | 57k | 25.98 |
| 2021-06-30 | $1.3M | 52k | 26.05 |
| 2021-03-31 | $915k | 35k | 25.97 |
| 2020-12-31 | $725k | 28k | 26.18 |
| 2020-09-30 | $307k | 12k | 26.14 |
| 2020-06-30 | $200k | 7.7k | 26.01 |