Ishares Tr esg 1 5 yr usd shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors 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 Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $628k | 25k | 25.31 |
| 2025-06-30 | $623k | 25k | 25.17 |
| 2025-03-31 | $630k | 25k | 24.99 |
| 2024-12-31 | $613k | 25k | 24.70 |
| 2024-09-30 | $608k | 24k | 25.16 |
| 2024-06-30 | $581k | 24k | 24.49 |
| 2024-03-31 | $548k | 22k | 24.48 |
| 2023-12-31 | $538k | 22k | 24.48 |
| 2023-09-30 | $519k | 22k | 23.77 |
| 2023-06-30 | $555k | 23k | 23.91 |
| 2023-03-31 | $553k | 23k | 24.06 |
| 2022-12-31 | $547k | 23k | 23.77 |
| 2022-09-30 | $651k | 28k | 23.46 |
| 2022-06-30 | $691k | 29k | 24.06 |
| 2022-03-31 | $711k | 29k | 24.62 |
| 2021-12-31 | $848k | 33k | 25.64 |
| 2021-09-30 | $793k | 31k | 25.98 |
| 2021-06-30 | $763k | 29k | 26.02 |
| 2021-03-31 | $735k | 28k | 25.95 |
| 2020-12-31 | $690k | 26k | 26.17 |
| 2020-09-30 | $642k | 25k | 26.07 |
| 2020-06-30 | $564k | 22k | 26.00 |
| 2020-03-31 | $535k | 22k | 24.89 |
| 2019-12-31 | $410k | 16k | 25.39 |
| 2019-09-30 | $364k | 14k | 25.39 |
| 2019-06-30 | $206k | 8.2k | 25.25 |
More positions owned by Summit Investment Advisors
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