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Ishares Tr esg 1 5 yr usd shares owned by Silver Oak Advisory Group

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

Historical chart of Silver Oak Advisory 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 Silver Oak Advisory 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 Silver Oak Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $317k 13k 25.28
2025-06-30 $315k 13k 25.16
2025-03-31 $312k 13k 24.96
2024-12-31 $276k 11k 24.63
2024-09-30 $281k 11k 25.13

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View all positions for Silver Oak Advisory Group

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
LPL Financial
Royal Bank of Canada
Morgan Stanley
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
EP Wealth Advisors
Perigon Wealth Management

View all funds holding Ishares Tr esg 1 5 yr usd