Lifelong Wealth Advisors »

Ishares Tr esg 1 5 yr usd shares owned by Lifelong Wealth Advisors

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

Historical chart of Lifelong Wealth 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 Lifelong Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $404k 16k 24.99

More positions owned by Lifelong Wealth Advisors

Spdr Series Trust St Str P500etf (SPYM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Gold Tr Ishares New (IAU)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Blackrock Etf Trust Isha I In Te Etf (BAI)

View all positions for Lifelong Wealth Advisors

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
LPL Financial
Morgan Stanley
Thrivent Financial for Lutherans
EP Wealth Advisors
Ameriprise Financial
Royal Bank of Canada
Bank of New York Mellon
Acorns Advisers
Wells Fargo & Company
Commonwealth Equity Services
Savant Capital Management
Envestnet Asset Management
Sontag Advisory
Modera Wealth Management

View all funds holding Ishares Tr esg 1 5 yr usd