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Ishares Tr esg 1 5 yr usd shares owned by Legacy Edge Advisors

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

Historical chart of Legacy Edge Advisors 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 Legacy Edge Advisors 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 Legacy Edge Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $988k 39k 25.24

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Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Growth Etf (VUG)
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr Series Trust State Street Spd (SPSM)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)

View all positions for Legacy Edge Advisors

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