Veridan Wealth »

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

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

Historical chart of Veridan 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 Veridan Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Veridan Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $348k 14k 25.31
2024-06-30 $343k 14k 25.17

More positions owned by Veridan Wealth

Mr Cooper Group
Wells Fargo & Company (WFC)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Vanguard World Mega Cap Val Etf (MGV)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Msci Intl Moment (IMTM)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Veridan Wealth

Top funds holding Ishares Tr esg 1 5 yr usd

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

View all funds holding Ishares Tr esg 1 5 yr usd