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Ishares Tr esg 1 5 yr usd shares owned by Sofi Wealth

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

Historical chart of Sofi Wealth 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 Sofi Wealth 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 Sofi Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 1.4k 25.31
2025-06-30 $29k 1.1k 25.18
2025-03-31 $16k 618 25.01
2024-12-31 $1.3k 54 24.65

More positions owned by Sofi Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Tidal Etf Tr Sofi Select 500 (SFY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Total Usd (IUSB)
Global X Fds Defense Tech Etf (SHLD)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Sofi Wealth

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