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Private Wealth Management Group »

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

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

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group 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 Private Wealth Management Group

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$422k	17k	25.16
2024-03-31	$370k	15k	24.48
2023-12-31	$864k	35k	24.48

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Us Small Cap Val (DFSV)

Dimensional Etf Trust Global Real Est (DFGR)

Dimensional Etf Trust Us Equity Market (DFUS)

Ishares Tr National Mun Etf (MUB)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

Dimensional Etf Trust Intl Small Cap V (DISV)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Ishares Tr Shrt Nat Mun Etf (SUB)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

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