Ishares Tr esg 1 5 yr usd shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Ishares Tr esg 1 5 yr usd
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $264k | 11k | 24.45 |
| 2023-09-30 | $271k | 11k | 23.76 |
| 2023-06-30 | $304k | 13k | 23.90 |
| 2023-03-31 | $282k | 12k | 24.03 |
| 2022-12-31 | $281k | 12k | 23.77 |
| 2022-09-30 | $302k | 13k | 23.46 |
| 2022-06-30 | $233k | 9.7k | 24.08 |