Ishares Tr esg 1 5 yr usd shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon 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 Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 465k | 25.31 |
| 2025-06-30 | $9.9M | 393k | 25.17 |
| 2025-03-31 | $9.6M | 384k | 24.99 |
| 2024-12-31 | $7.6M | 306k | 24.75 |
| 2024-09-30 | $6.9M | 273k | 25.16 |
| 2024-06-30 | $5.9M | 241k | 24.49 |
| 2024-03-31 | $5.8M | 237k | 24.48 |
| 2023-12-31 | $5.9M | 242k | 24.48 |
| 2023-09-30 | $1.6M | 68k | 23.77 |
| 2023-06-30 | $1.4M | 61k | 23.91 |
| 2022-12-31 | $286k | 12k | 23.77 |
| 2021-12-31 | $621k | 24k | 25.65 |
| 2021-09-30 | $1.0M | 39k | 25.99 |
| 2020-12-31 | $493k | 19k | 26.17 |
| 2020-09-30 | $828k | 32k | 26.10 |
| 2020-06-30 | $733k | 28k | 25.99 |