Adroit Compliance’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Adroit Compliance’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
2023 Q4	$2.12M	Buy	+86,736	New	+$2.08M	0.44%	25

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Adroit Compliance's SUSB Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2023: 86,736 shares worth $2.12M. The stake represents 0.44% of the portfolio and ranks #25 among its holdings.

265 funds tracked by Wall St. Rank hold SUSB as of Q4 2023.

Adroit Compliance held 86,736 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.12M as of Q4 2023.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Adroit Compliance position in Q4 2023.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.44% of Adroit Compliance's portfolio in Q4 2023, its #25 holding.
265 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.