SUSB — ISHARES TR

Ownership history in Wealth Advisory Team LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Wealth Advisory Team 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
0.52% (2025 Q2)
Avg. % of fund
0.52%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 22,851 +700 +3.2% 0.51% $577K $25.05
2025 Q2 INITIATED 22,151 — — 0.52% $558K $24.34
% 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%
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