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

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

Historical chart of Sheets Smith 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 Sheets Smith 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 Sheets Smith Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $93k 3.9k 23.77

More positions owned by Sheets Smith Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
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Coca-Cola Company (KO)
Amazon (AMZN)
Visa Com Cl A (V)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Tractor Supply Company (TSCO)
Apple (AAPL)
Ecolab (ECL)
Copart (CPRT)
TJX Companies (TJX)

View all positions for Sheets Smith Wealth Management

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
LPL Financial
Royal Bank of Canada
Ameriprise Financial
Envestnet Asset Management
Acorns Advisers
Bank of New York Mellon
Savant Capital Management
Thrivent Financial for Lutherans
Wells Fargo & Company
Sontag Advisory
Modera Wealth Management
Perigon Wealth Management
LFA - Lugano Financial Advisors SA
UBS Group

View all funds holding Ishares Tr esg 1 5 yr usd