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

Advisor OS’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
2020
Q3 		– Sell
-46,467
Closed -$1.21M – 160
2020
Q2 		$1.21M Buy
+46,467
New +$1.19M 0.72% 33

Other funds holding SUSB

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor OS's SUSB Position: Q3 2020 in Review

Advisor OS sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2020, closing a stake of 46,467 shares — an estimated $1.21M sold.

Advisor OS first reported a position in SUSB in Q2 2020 and held it in 1 quarter. The position peaked at $1.21M in Q2 2020. 124 funds tracked by Wall St. Rank hold SUSB as of Q3 2020.

  • Advisor OS reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Advisor OS sold 46,467 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2020, an estimated $1.21M.
  • Advisor OS first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Advisor OS's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.21M in Q2 2020.
  • 124 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2020.

Based on Advisor OS's 13F filing for Q3 2020, filed 12 Nov 2020.