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Ishares Tr esg 1 5 yr usd shares owned by KerberRose Wealth Management

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

Historical chart of KerberRose 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 KerberRose Wealth Management 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 KerberRose Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $219k 9.1k 24.06

More positions owned by KerberRose Wealth Management

Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Spdr Portfolio S P 1500 Cmpst St Etf Portfoli S&p1500 (SPTM)
Ishares Tips Bond Etf Tips Bd Etf (TIP)
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)
Schwab Us Tips Etf Us Tips Etf (SCHP)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Apple (AAPL)
Vanguard Small Cap Etf Small Cp Etf (VB)
Ishares Brd Usd Inv Grd Corp Bd Etf Usd Inv Grde Etf (USIG)
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP)
Vanguard Short Term Cor Bd Etf Iv Shrt Trm Corp Bd (VCSH)
Invesco Total Return Bond Etf Total Return (GTO)

View all positions for KerberRose Wealth Management

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
Envestnet Asset Management
Sontag Advisory
Royal Bank of Canada
LPL Financial
Acorns Advisers
Commonwealth Equity Services
Bank of New York Mellon
Ameriprise Financial
Envestnet Portfolio Solutions
Wells Fargo & Company
Modera Wealth Management
UBS Group
Baird Financial
Savant Capital Management

View all funds holding Ishares Tr esg 1 5 yr usd