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Ishares Tr esg 1 5 yr usd shares owned by Exchange Bank

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

Historical chart of Exchange Bank 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 Exchange Bank 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 Exchange Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $232k 9.5k 24.48

More positions owned by Exchange Bank

Ishares Core Total Us Bond Mutual Funds/fi (AGG)
Ishares National Amt-free Muni Mutual Funds / (MUB)
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Microsoft Corp Common Stock (MSFT)
Johnson & Johnson Common Stock (JNJ)
Chevron Corp Common Stock (CVX)
Procter & Gamble Common Stock (PG)
Vanguard Total Stock Market Etf Mutual Funds/eq (VTI)
Exxon Mobil Corp Common Stock (XOM)
Vanguard Total Bond Market Etf Mutual Funds/fi (BND)
Caterpillar Common Stock (CAT)
Jp Morgan Chase & Co Common Stock (JPM)
Union Pacific Corp Common Stock (UNP)
Walmart Common Stock (WMT)
Merck & Co Common Stock (MRK)

View all positions for Exchange Bank

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
Morgan Stanley
First Pacific Financial
Royal Bank of Canada
Commonwealth Equity Services
Bank of New York Mellon
Ameriprise Financial
Envestnet Asset Management
LPL Financial
UBS Group
Private Ocean
Modera Wealth Management
Wells Fargo & Company
Francis Financial
Baird Financial

View all funds holding Ishares Tr esg 1 5 yr usd