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Ishares Tr esg 1 5 yr usd shares owned by Shotwell Rutter Baer

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Shotwell Rutter Baer from 13F filings

Historical chart of Shotwell Rutter Baer 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 Shotwell Rutter Baer 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 Shotwell Rutter Baer

Quarter filed Position value Share count Share price at filing
2024-12-31 $452k 18k 24.62
2024-09-30 $449k 18k 24.96
2024-06-30 $420k 17k 24.54
2024-03-31 $421k 17k 24.38
2023-12-31 $419k 17k 24.57

More positions owned by Shotwell Rutter Baer

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Nuveen Bloomberg (HYMB)

View all positions for Shotwell Rutter Baer

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
Envestnet Asset Management
Morgan Stanley
LPL Financial
Royal Bank of Canada
Acorns Advisers
Commonwealth Equity Services
Envestnet Portfolio Solutions
Wells Fargo & Company
Ameriprise Financial
Bank of New York Mellon
Modera Wealth Management
Jpmorgan Chase & Co
Sontag Advisory
UBS Group

View all funds holding Ishares Tr esg 1 5 yr usd