SUSB — ISHARES TR

Ownership history in RHS Financial, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which RHS Financial, LLC reported a position in ISHARES TR (SUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2025 Q2)
Avg. % of fund
0.17%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 16,253 +71 +0.4% 0.21% $411K $24.75
2025 Q2 ADDED 16,182 +4,131 +34.3% 0.23% $407K $24.34
2025 Q1 REDUCED 12,051 -210 -1.7% 0.17% $301K $23.91
2024 Q4 ADDED 12,261 +3,493 +39.8% 0.16% $303K $23.46
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SUSB price (monthly, adj. close)

Other funds also holding SUSB

As of 2025 Q4 — sorted by position size

LFA - Lugano Financial Advisors SA 3Y 7Y 5.96% Northland Capital Management LLC 3Y 2.73% Milestone Investment Advisors LLC 3Y 2.55% Colorado Capital Management, Inc. 3Y 7Y 2.32% Francis Financial, Inc. 3Y 7Y 2.04% IMPACTfolio, LLC 3Y 1.76% Integris Wealth Management, LLC 3Y 1.57% Bear Mountain Capital, Inc. 1.22% SEEDS INVESTOR LLC 0.81% Kondo Wealth Advisors, Inc. 0.8%
← Back to RHS Financial, LLC Holdings