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

Advisor Group’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
2019 Q4	$439K	Buy	17,227 +2,563	+17%	+$65.2K	﹤0.01%	1771
2019 Q3	$373K	Buy	14,664 +11,855	+422%	+$301K	﹤0.01%	1824
2019 Q2	$71K	Buy	2,809 +615	+28%	+$15.4K	﹤0.01%	3119
2019 Q1	$55K	Buy	2,194 +1,757	+402%	+$43.4K	﹤0.01%	3321
2018 Q4	$11K	Hold	437	–	–	﹤0.01%	4155
2018 Q3	$11K	Buy	+437	New	+$10.7K	﹤0.01%	4238

Other funds holding SUSB

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Advisor Group's SUSB Position: Q4 2019 in Review

Advisor Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 17% in Q4 2019, buying an estimated $65.2K and bringing the position to 17,227 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Advisor Group first reported a position in SUSB in Q3 2018 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold SUSB as of Q4 2019.

Advisor Group held 17,227 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $439K as of Q4 2019.
Advisor Group bought 2,563 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2019, an estimated $65.2K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1771 holding.
Advisor Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2018 and has held it in 6 quarters since.
88 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.