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Ishares Tr esg 1 5 yr usd shares owned by LFA - Lugano Financial Advisors SA

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

Historical chart of LFA - Lugano Financial Advisors SA 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 LFA - Lugano Financial Advisors SA 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 LFA - Lugano Financial Advisors SA

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.6M 228k 24.48
2023-09-30 $3.9M 162k 23.77

More positions owned by LFA - Lugano Financial Advisors SA

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Ishares Tr Msci Usa Esg Slc (SUSA)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)

View all positions for LFA - Lugano Financial Advisors SA

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
First Pacific Financial
Royal Bank of Canada
UBS Group
Bank of New York Mellon
Commonwealth Equity Services
Wells Fargo & Company
Private Ocean
Modera Wealth Management
Francis Financial
Putnam Fl Investment Management
Baird Financial
EP Wealth Advisors
Alesco Advisors
Hanson McClain Advisors

View all funds holding Ishares Tr esg 1 5 yr usd