Ishares Tr esg 1 5 yr usd shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Ishares Tr esg 1 5 yr usd
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All positions including Ishares Tr esg 1 5 yr usd held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr esg 1 5 yr usd by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $493k | 20k | 25.24 |
| 2025-09-30 | $641k | 25k | 25.31 |
| 2025-06-30 | $425k | 17k | 25.17 |
| 2025-03-31 | $371k | 15k | 24.99 |
| 2024-12-31 | $245k | 9.9k | 24.70 |
| 2024-09-30 | $203k | 8.1k | 25.16 |
| 2021-06-30 | $318k | 12k | 26.01 |
| 2021-03-31 | $239k | 9.2k | 25.98 |
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