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Ishares Tr esg 1 5 yr usd shares owned by Traveka Wealth

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

Historical chart of Traveka Wealth 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 Traveka Wealth 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 Traveka Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $464k 19k 24.99
2025-09-30 $452k 18k 25.31
2025-06-30 $449k 18k 25.17
2025-03-31 $445k 18k 24.99
2024-12-31 $294k 12k 24.70

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Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Mbs Etf (MBB)
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr National Mun Etf (MUB)

View all positions for Traveka Wealth

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