Ishares Tr esg 1 5 yr usd shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Ishares Tr esg 1 5 yr usd
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $560k | 22k | 25.31 |
| 2025-06-30 | $565k | 22k | 25.17 |
| 2025-03-31 | $646k | 26k | 24.99 |
| 2024-12-31 | $2.5M | 100k | 24.70 |
| 2024-09-30 | $1.4M | 57k | 25.16 |
| 2022-12-31 | $1.1M | 44k | 23.77 |
| 2022-09-30 | $388k | 17k | 23.51 |
| 2022-06-30 | $388k | 16k | 24.08 |
| 2022-03-31 | $801k | 33k | 24.62 |
| 2021-12-31 | $1.5M | 60k | 25.65 |
| 2021-09-30 | $2.0M | 78k | 25.98 |
| 2021-06-30 | $2.0M | 77k | 26.05 |
| 2021-03-31 | $319k | 12k | 25.97 |