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Ishares Tr esg 1 5 yr usd shares owned by Theory Financial

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

Historical chart of Theory Financial 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 Theory Financial 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $537k 22k 24.99

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr St Str Svc Etf (XLC)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Mbs Etf (MBB)
Dbx Etf Tr Xtrack Usd High (HYLB)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Wisdomtree Tr Us Midcap Fund (EZM)
Etf Opportunities Trust Smi Full Etf (FCTE)
Ishares Tr Ishares Semicdtr (SOXX)
Tidal Trust I Fund Gran Us Etf (GRNY)
Ishares Msci Gbl Etf New (PICK)
Ishares Tr Core Univrsl Usd (IUSB)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Theory Financial

Top funds holding Ishares Tr esg 1 5 yr usd

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

View all funds holding Ishares Tr esg 1 5 yr usd