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

Affinia Financial 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
2023 Q2	$1.13M	Sell	47,254 -1,241	-3%	-$29.8K	0.78%	13
2023 Q1	$1.17M	Buy	48,495 +2,645	+6%	+$63.3K	0.87%	13
2022 Q4	$1.1M	Buy	+45,850	New	+$1.08M	0.93%	13

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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 $672B AUM 33.48% 1-Year Est. Return

Affinia Financial Group's SUSB Position: Q2 2023 in Review

Affinia Financial Group reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.6% in Q2 2023, selling an estimated $29.8K and leaving 47,254 shares worth $1.13M. The position accounts for 0.78% of the portfolio, ranked #13.

Affinia Financial Group first reported a position in SUSB in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.17M in Q1 2023. 253 funds tracked by Wall St. Rank hold SUSB as of Q2 2023.

Affinia Financial Group held 47,254 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.13M as of Q2 2023.
Affinia Financial Group sold 1,241 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2023, an estimated $29.8K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.78% of Affinia Financial Group's portfolio in Q2 2023, its #13 holding.
Affinia Financial Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 3 quarters since.
Affinia Financial Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.17M in Q1 2023.
253 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2023.

Based on Affinia Financial Group's 13F filing for Q2 2023, filed 8 Aug 2023.