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Ishares Tr esg 1 5 yr usd shares owned by Journey Strategic Wealth

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Journey Strategic Wealth from 13F filings

Historical chart of Journey Strategic Wealth 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 Journey Strategic Wealth 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $429k 17k 25.16
2024-06-30 $300k 12k 24.49

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Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
Envestnet Asset Management
Morgan Stanley
Sontag Advisory
Royal Bank of Canada
LPL Financial
Acorns Advisers
Commonwealth Equity Services
Bank of New York Mellon
Envestnet Portfolio Solutions
Wells Fargo & Company
Modera Wealth Management
Private Ocean
Savant Capital Management
Jpmorgan Chase & Co

View all funds holding Ishares Tr esg 1 5 yr usd