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Ishares Tr esg 1 5 yr usd shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group 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 Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 45k 24.99

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Gwt (IUSG)
Apple Put Option (AAPL)
Gmo Etf Trust Us Quality Etf (QLTY)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard World Mega Grwth Ind (MGK)
Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Merit Financial Group

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