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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr esg 1 5 yr usd held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 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 |