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Ishares Tr esg 1 5 yr usd shares owned by Presilium Private Wealth

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

Historical chart of Presilium Private Wealth 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 Presilium Private Wealth 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 Presilium Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $481k 20k 24.48
2023-12-31 $395k 16k 24.48
2023-09-30 $431k 18k 23.77

More positions owned by Presilium Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr National Mun Etf (MUB)

View all positions for Presilium Private Wealth

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