Ishares Tr esg 1 5 yr usd shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Ishares Tr esg 1 5 yr usd
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $972k | 38k | 25.31 |
| 2025-06-30 | $1.0M | 41k | 25.17 |
| 2025-03-31 | $1.1M | 43k | 24.98 |
| 2024-12-31 | $1.0M | 42k | 24.69 |
| 2024-09-30 | $1.5M | 61k | 25.16 |
| 2024-06-30 | $1.6M | 64k | 24.49 |
| 2024-03-31 | $1.7M | 69k | 24.49 |
| 2023-12-31 | $2.1M | 84k | 24.48 |
| 2023-09-30 | $2.0M | 86k | 23.77 |
| 2023-06-30 | $2.1M | 86k | 23.91 |
| 2023-03-31 | $87k | 2.1M | 0.04 |
| 2022-12-31 | $2.1M | 87k | 23.77 |
| 2022-09-30 | $2.0M | 87k | 23.49 |
| 2022-06-30 | $1.8M | 76k | 24.09 |
| 2022-03-31 | $1.8M | 73k | 24.63 |
| 2021-12-31 | $1.7M | 67k | 25.65 |
| 2021-06-30 | $631k | 24k | 26.04 |
| 2021-03-31 | $169k | 6.5k | 26.02 |