LRI Investments »

Ishares Tr esg 1 5 yr usd shares owned by LRI Investments

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

Historical chart of LRI Investments 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 LRI Investments 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 LRI Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $282k 11k 25.07
2025-12-31 $264k 10k 25.24
2025-09-30 $263k 10k 25.31
2025-06-30 $235k 9.3k 25.17
2025-03-31 $233k 9.3k 24.99

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Core Equity 1 Etf Etf (DCOR)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Wisdomtree International Equity Fund Etf (DWM)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Meta Platforms Inc Cl A Stock (META)
Dimensional International Value Etf Etf (DFIV)
Microsoft Corp Stock (MSFT)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Apple Stock (AAPL)
Trane Technologies Stock (TT)

View all positions for LRI Investments

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
Bank of New York Mellon
Royal Bank of Canada
Acorns Advisers
Wells Fargo & Company
Savant Capital Management
Commonwealth Equity Services
Envestnet Asset Management
Sontag Advisory
Modera Wealth Management

View all funds holding Ishares Tr esg 1 5 yr usd