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

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

Historical chart of Seaside 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 Seaside Wealth Management 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 Seaside Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $226k 8.9k 25.24

More positions owned by Seaside Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Real Estate Etf (AVRE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Series Trust State Street Spd (SPYV)

View all positions for Seaside Wealth Management

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
LPL Financial
Royal Bank of Canada
Ameriprise Financial
Thrivent Financial for Lutherans
EP Wealth Advisors
Acorns Advisers
Bank of New York Mellon
Envestnet Asset Management
Wells Fargo & Company
Savant Capital Management
Sontag Advisory
Commonwealth Equity Services
Perigon Wealth Management
Modera Wealth Management

View all funds holding Ishares Tr esg 1 5 yr usd