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Advisor Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Advisor Group’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$411K Buy
15,564
+9,986
+179% +$263K ﹤0.01% 1811
2019
Q3 		$147K Buy
5,578
+5,469
+5,017% +$143K ﹤0.01% 2573
2019
Q2 		$3K Buy
+109
New +$2.74K ﹤0.01% 4888

Other funds holding SUSC

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Advisor Group's SUSC Position: Q4 2019 in Review

Advisor Group increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 179% in Q4 2019, buying an estimated $263K and bringing the position to 15,564 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Advisor Group first reported a position in SUSC in Q2 2019 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold SUSC as of Q4 2019.

  • Advisor Group held 15,564 shares of iShares ESG Aware USD Corporate Bond ETF worth $411K as of Q4 2019.
  • Advisor Group bought 9,986 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2019, an estimated $263K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1811 holding.
  • Advisor Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2019 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2019.

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