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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

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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Westfuller Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $701k 28k 25.16

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Ishares Tr 0-3 Mnth Treasry (SGOV)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Calif Mun Bd Etf (CMF)
Investment Managers Ser Tr I Axs Change Finan (CHGX)
Tidal Trust Iii Ywca Womens Etf (WOMN)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Westfuller Advisors

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
Envestnet Asset Management
Morgan Stanley
Sontag Advisory
Royal Bank of Canada
LPL Financial
Acorns Advisers
Commonwealth Equity Services
Bank of New York Mellon
Envestnet Portfolio Solutions
Wells Fargo & Company
Modera Wealth Management
Private Ocean
Savant Capital Management
Jpmorgan Chase & Co

View all funds holding Ishares Tr esg 1 5 yr usd