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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
2024-09-30 $203k 8.1k 24.98

More positions owned by Sweeney & Michel

Ishares Tr Core Div Grwth (DGRO)
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Ishares Tr Core High Dv Etf (HDV)
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Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
TriCo Bancshares (TCBK)
Johnson & Johnson (JNJ)
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Ishares Core Msci Emkt (IEMG)
Capital Group International SHS (CGIE)

View all positions for Sweeney & Michel

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
Envestnet Asset Management
Morgan Stanley
Sontag Advisory
Royal Bank of Canada
LPL Financial
Acorns Advisers
Commonwealth Equity Services
Bank of New York Mellon
Envestnet Portfolio Solutions
Wells Fargo & Company
Modera Wealth Management
Private Ocean
Savant Capital Management
Jpmorgan Chase & Co

View all funds holding Ishares Tr esg 1 5 yr usd