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Ishares Tr esg 1 5 yr usd shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel 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 Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2025-12-31 $226k 8.9k 25.27
2025-09-30 $222k 8.8k 25.25
2025-06-30 $213k 8.5k 25.02
2025-03-31 $212k 8.6k 24.72
2024-09-30 $203k 8.1k 24.98

More positions owned by Sweeney & Michel

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core High Dv Etf (HDV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Capital Group International SHS (CGIE)
Capital Group Dividend Growe Shs Etf (CGDG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Johnson & Johnson (JNJ)
TriCo Bancshares (TCBK)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Sweeney & Michel

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
LPL Financial
Royal Bank of Canada
Ameriprise Financial
Thrivent Financial for Lutherans
EP Wealth Advisors
Acorns Advisers
Bank of New York Mellon
Envestnet Asset Management
Wells Fargo & Company
Savant Capital Management
Sontag Advisory
Commonwealth Equity Services
Perigon Wealth Management
Modera Wealth Management

View all funds holding Ishares Tr esg 1 5 yr usd