Ishares Tr esg 1 5 yr usd shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Ishares Tr esg 1 5 yr usd
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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $805k | 32k | 24.99 |
| 2026-03-31 | $126k | 5.0k | 25.07 |
| 2025-12-31 | $153k | 6.1k | 25.24 |
| 2025-09-30 | $154k | 6.1k | 25.31 |
| 2025-06-30 | $149k | 5.9k | 25.17 |
| 2025-03-31 | $154k | 6.2k | 24.99 |
| 2024-12-31 | $345k | 14k | 24.70 |
| 2024-09-30 | $257k | 10k | 25.16 |
| 2024-06-30 | $87k | 3.5k | 24.49 |
| 2024-03-31 | $17k | 707 | 24.49 |
| 2023-12-31 | $6.5k | 266 | 24.48 |
| 2023-09-30 | $6.3k | 266 | 23.77 |
| 2023-06-30 | $6.4k | 266 | 23.91 |
| 2023-03-31 | $6.4k | 266 | 24.06 |
| 2022-12-31 | $80k | 3.4k | 23.77 |
| 2022-09-30 | $117k | 5.0k | 23.57 |
| 2022-06-30 | $127k | 5.3k | 24.11 |
| 2022-03-31 | $146k | 5.9k | 24.61 |
| 2021-12-31 | $255k | 9.9k | 25.64 |
| 2021-09-30 | $360k | 14k | 25.98 |
| 2021-03-31 | $294k | 11k | 25.98 |
| 2020-09-30 | $104k | 4.0k | 26.05 |
| 2020-06-30 | $145k | 5.6k | 26.02 |
| 2020-03-31 | $212k | 8.5k | 24.87 |
| 2019-12-31 | $254k | 10k | 25.34 |
| 2019-09-30 | $254k | 10k | 25.39 |
| 2019-06-30 | $152k | 6.0k | 25.32 |
| 2018-09-30 | $8.0k | 324 | 24.69 |
| 2018-06-30 | $8.0k | 324 | 24.69 |
More positions owned by Steward Partners Investment Advisory
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