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Ishares Tr esg 1 5 yr usd shares owned by Lido Advisors

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

Historical chart of Lido 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 Lido 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $558k 23k 24.06
2022-12-31 $551k 23k 23.77
2022-09-30 $446k 19k 23.47

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View all positions for Lido 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
LFA - Lugano Financial Advisors SA
UBS Group
Hanson McClain Advisors

View all funds holding Ishares Tr esg 1 5 yr usd