Ishares Tr esg 1 5 yr usd shares owned by Plum Street Advisors
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors 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 Plum Street Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr esg 1 5 yr usd by Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 74k | 25.31 |
| 2025-06-30 | $1.4M | 54k | 25.17 |
| 2025-03-31 | $1.4M | 56k | 24.99 |
| 2024-12-31 | $1.7M | 68k | 24.70 |
| 2024-09-30 | $1.9M | 77k | 25.16 |
| 2024-06-30 | $1.8M | 72k | 24.49 |
| 2024-03-31 | $1.9M | 77k | 25.16 |
| 2023-12-31 | $1.5M | 60k | 24.48 |