Ishares Tr esg 1 5 yr usd shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Ishares Tr esg 1 5 yr usd
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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 11k | 25.31 |
| 2025-06-30 | $268k | 11k | 25.17 |
| 2025-03-31 | $266k | 11k | 24.99 |
| 2024-12-31 | $263k | 11k | 24.70 |
| 2024-09-30 | $236k | 9.4k | 25.16 |
| 2024-06-30 | $230k | 9.4k | 24.49 |
| 2024-03-31 | $229k | 9.4k | 24.48 |
| 2023-09-30 | $223k | 9.4k | 23.77 |
| 2023-06-30 | $224k | 9.4k | 23.91 |
| 2023-03-31 | $217k | 9.0k | 24.06 |
| 2022-12-31 | $214k | 9.0k | 23.77 |
| 2022-09-30 | $140k | 6.0k | 23.49 |
| 2021-12-31 | $83k | 3.2k | 25.60 |
| 2021-09-30 | $84k | 3.2k | 25.91 |
| 2021-06-30 | $84k | 3.2k | 25.91 |
| 2021-03-31 | $62k | 2.4k | 25.92 |
| 2020-12-31 | $15k | 592 | 25.34 |