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Ishares Tr esg 1 5 yr usd shares owned by XY Planning Network

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

Historical chart of XY Planning Network 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 XY Planning Network 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 XY Planning Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 62k 24.99

More positions owned by XY Planning Network

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P400mid (SPMD)
Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for XY Planning Network

Top funds holding Ishares Tr esg 1 5 yr usd

Envestnet Asset Management
Goldman Sachs Group
LPL Financial
Morgan Stanley
Thrivent Financial for Lutherans
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
EP Wealth Advisors
Royal Bank of Canada
Ameriprise Financial
Acorns Advisers
Wells Fargo & Company
Bank of New York Mellon
Savant Capital Management
Commonwealth Equity Services

View all funds holding Ishares Tr esg 1 5 yr usd