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Ishares Tr esg 1 5 yr usd shares owned by Kelsey Financial

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

Historical chart of Kelsey Financial 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 Kelsey Financial 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 Kelsey Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $544k 22k 25.24

More positions owned by Kelsey Financial

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Broadcom (AVGO)
Amgen (AMGN)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 2000 Val Etf (IWN)
Apple (AAPL)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Series Trust State Street Spd (JNK)
Tesla Motors (TSLA)

View all positions for Kelsey Financial

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
LPL Financial
Royal Bank of Canada
Ameriprise Financial
Envestnet Asset Management
Acorns Advisers
Bank of New York Mellon
Savant Capital Management
Thrivent Financial for Lutherans
Wells Fargo & Company
Sontag Advisory
Perigon Wealth Management
Modera Wealth Management
LFA - Lugano Financial Advisors SA
Hanson McClain Advisors

View all funds holding Ishares Tr esg 1 5 yr usd