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Absolute Capital Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Absolute Capital Management’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-67
Closed -$1.57K – 442
2022
Q3 		$1.57K Buy
+67
New +$1.61K ﹤0.01% 354
2022
Q1 		– Sell
-212
Closed -$5.44K – 429
2021
Q4 		$5.44K Buy
+212
New +$5.46K 0.01% 239

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Absolute Capital Management's SUSB Position: Q4 2022 in Review

Absolute Capital Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2022, closing a stake of 67 shares — an estimated $1.57K sold.

Absolute Capital Management first reported a position in SUSB in Q4 2021 and held it in 2 quarters. The position peaked at $5.44K in Q4 2021. 284 funds tracked by Wall St. Rank hold SUSB as of Q4 2022.

  • Absolute Capital Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Absolute Capital Management sold 67 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2022, an estimated $1.57K.
  • Absolute Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Absolute Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $5.44K in Q4 2021.
  • 284 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2022.

Based on Absolute Capital Management's 13F filing for Q4 2022, filed 1 Feb 2023.