Ishares Tr esg 1 5 yr usd shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Ishares Tr esg 1 5 yr usd
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $440k | 18k | 24.48 |
| 2023-12-31 | $444k | 18k | 24.48 |
| 2023-09-30 | $460k | 19k | 23.77 |
| 2023-06-30 | $428k | 18k | 23.91 |
| 2023-03-31 | $404k | 17k | 24.06 |
| 2022-12-31 | $395k | 17k | 23.77 |
| 2022-09-30 | $411k | 18k | 23.49 |
| 2022-06-30 | $425k | 18k | 24.11 |
| 2019-03-31 | $58k | 2.3k | 25.14 |
| 2018-12-31 | $55k | 2.2k | 24.62 |
| 2018-09-30 | $52k | 2.1k | 24.21 |
| 2018-06-30 | $53k | 2.1k | 24.74 |
| 2018-03-31 | $52k | 2.1k | 24.38 |
| 2017-12-31 | $51k | 2.1k | 24.75 |