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Ishares Tr esg 1 5 yr usd shares owned by Integris Wealth Management

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

Historical chart of Integris Wealth Management 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 Integris Wealth Management 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 Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 255k 24.48
2023-12-31 $6.3M 257k 24.48
2023-09-30 $6.0M 252k 23.77
2023-06-30 $6.1M 254k 23.91
2023-03-31 $5.8M 242k 24.06
2022-12-31 $5.2M 221k 23.77

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Caterpillar (CAT)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Apple (AAPL)

View all positions for Integris Wealth Management

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