Mosley Wealth Management »

Ishares Tr esg 1 5 yr usd shares owned by Mosley Wealth Management

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

Historical chart of Mosley Wealth Management 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 Mosley Wealth Management 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 Mosley Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 480 25.31

More positions owned by Mosley Wealth Management

Jpmorgan Equity Premium Income Etf Etf (JEPI)
Spdr Ssga U.s. Sector Rotation Etf Etf (XLSR)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Nvidia Corporation Stock (NVDA)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Mosley Wealth Management

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