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Acorn Financial Advisory Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Acorn Financial Advisory Services’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
2024
Q1 		– Sell
-16,120
Closed -$395K – 254
2023
Q4 		$395K Sell
16,120
-140
-0.9% -$3.35K 0.07% 169
2023
Q3 		$386K Sell
16,260
-9,207
-36% -$220K 0.07% 162
2023
Q2 		$609K Hold
25,467
– – 0.11% 116
2023
Q1 		$613K Sell
25,467
-105
-0.4% -$2.51K 0.12% 107
2022
Q4 		$608K Sell
25,572
-877
-3% -$20.7K 0.13% 107
2022
Q3 		$621K Sell
26,449
-523
-2% -$12.6K 0.15% 104
2022
Q2 		$650K Sell
26,972
-10,238
-28% -$248K 0.15% 93
2022
Q1 		$916K Sell
37,210
-2,640
-7% -$66.3K 0.18% 85
2021
Q4 		$1.02M Buy
39,850
+971
+2% +$25K 0.2% 79
2021
Q3 		$1.01M Buy
38,879
+1,465
+4% +$38.1K 0.31% 79
2021
Q2 		$974K Buy
37,414
+3,456
+10% +$90K 0.29% 94
2021
Q1 		$882K Buy
33,958
+20,528
+153% +$535K 0.32% 82
2020
Q4 		$352K Buy
+13,430
New +$351K 0.14% 161

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Acorn Financial Advisory Services's SUSB Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2024, closing a stake of 16,120 shares — an estimated $395K sold.

Acorn Financial Advisory Services first reported a position in SUSB in Q4 2020 and held it in 13 quarters. The position peaked at $1.02M in Q4 2021. 259 funds tracked by Wall St. Rank hold SUSB as of Q1 2024.

  • Acorn Financial Advisory Services reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 16,120 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2024, an estimated $395K.
  • Acorn Financial Advisory Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • Acorn Financial Advisory Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.02M in Q4 2021.
  • 259 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.