Westfuller Advisors »

Ishares Tr esg 1 5 yr usd shares owned by Westfuller Advisors

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

Historical chart of Westfuller 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 Westfuller Advisors 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 Westfuller Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $725k 29k 25.31
2025-06-30 $714k 28k 25.17
2025-03-31 $703k 28k 24.99
2024-12-31 $691k 28k 24.70
2024-09-30 $701k 28k 25.16
2024-03-31 $672k 27k 24.48

More positions owned by Westfuller Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Amazon (AMZN)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard World Esg Intl Stk Etf (VSGX)
NVIDIA Corporation (NVDA)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Calif Mun Bd Etf (CMF)
Microsoft Corporation (MSFT)
Tidal Trust Iii Impact Shares Wo (WOMN)

View all positions for Westfuller Advisors

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