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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

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Quarterly 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