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Ishares Tr esg 1 5 yr usd shares owned by Higgins & Schmidt Wealth Strategies

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Higgins & Schmidt Wealth Strategies from 13F filings

Historical chart of Higgins & Schmidt Wealth Strategies 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 Higgins & Schmidt Wealth Strategies 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 Higgins & Schmidt Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 8.9k 25.31
2025-06-30 $218k 8.7k 25.17

More positions owned by Higgins & Schmidt Wealth Strategies

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p400 (SPMD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchange-traded SHS (FVD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)

View all positions for Higgins & Schmidt Wealth Strategies

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
LPL Financial
Royal Bank of Canada
Morgan Stanley
Ameriprise Financial
Envestnet Asset Management
Acorns Advisers
Bank of New York Mellon
Savant Capital Management
Thrivent Financial for Lutherans
Wells Fargo & Company
Sontag Advisory
Modera Wealth Management
EP Wealth Advisors
Perigon Wealth Management

View all funds holding Ishares Tr esg 1 5 yr usd