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Ishares Tr esg 1 5 yr usd shares owned by Regatta Capital Group

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

Historical chart of Regatta Capital 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 Regatta Capital 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 Regatta Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 74k 24.48
2023-12-31 $1.7M 69k 24.48
2023-09-30 $1.5M 63k 23.77
2023-06-30 $1.4M 60k 23.91

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Meta Platforms Cl A (META)
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Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Regatta Capital Group

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
First Pacific Financial
Royal Bank of Canada
UBS Group
Commonwealth Equity Services
Bank of New York Mellon
Wells Fargo & Company
Private Ocean
Modera Wealth Management
Francis Financial
Putnam Fl Investment Management
Baird Financial
EP Wealth Advisors
Alesco Advisors
Hanson McClain Advisors

View all funds holding Ishares Tr esg 1 5 yr usd