Ishares Tr esg 1 5 yr usd shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors 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 Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 46k | 25.31 |
| 2025-06-30 | $1.1M | 45k | 25.17 |
| 2025-03-31 | $1.2M | 48k | 24.99 |
| 2024-12-31 | $1.0M | 43k | 24.70 |
| 2024-09-30 | $1.1M | 43k | 25.16 |
| 2024-06-30 | $987k | 40k | 24.49 |
| 2024-03-31 | $977k | 40k | 24.26 |
| 2023-12-31 | $957k | 39k | 24.48 |
| 2023-09-30 | $929k | 39k | 23.77 |
| 2023-06-30 | $885k | 37k | 23.91 |
| 2023-03-31 | $892k | 37k | 24.06 |