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Ishares Tr esg 1 5 yr usd shares owned by Taylor, Cottrill, Erickson & Associates

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Taylor, Cottrill, Erickson & Associates from 13F filings

Historical chart of Taylor, Cottrill, Erickson & Associates 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 Taylor, Cottrill, Erickson & Associates 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 Taylor, Cottrill, Erickson & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $219k 8.7k 25.06

More positions owned by Taylor, Cottrill, Erickson & Associates

Berkshire Hathaway Cl B Class B (BRK.B)
Vanguard Growth Common (VUG)
Vanguard Small Cap Common (VB)
iShares Tr Russell 1000 Growth Common (IWF)
Vanguard Div Appreciation Common (VIG)
Vanguard FTSE Developed Mkts Common (VEA)
Vanguard Value Common (VTV)
Schwab US Div Equity Etf Common (SCHD)
Vanguard Mid Cap Common (VO)
iShares Russell Midcap Growth Common (IWP)
Vanguard Corp Bond Short Term Common (VCSH)
JPMorgan Ultra Short Muni Inco Common (JMST)
Vanguard Sh-Term Inf Common (VTIP)
iShares Tr Msci Eafe Common (EFA)
Spdr SandP Dividend Etf Common (SDY)

View all positions for Taylor, Cottrill, Erickson & Associates

Top funds holding Ishares Tr esg 1 5 yr usd

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

View all funds holding Ishares Tr esg 1 5 yr usd