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

AGF Management’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
2024
Q2 		– Sell
-8,630
Closed -$211K – 751
2024
Q1 		$211K Hold
8,630
– – ﹤0.01% 689
2023
Q4 		$211K Buy
+8,630
New +$207K ﹤0.01% 702
2023
Q2 		– Sell
-8,630
Closed -$208K – 753
2023
Q1 		$208K Sell
8,630
-500
-5% -$12K ﹤0.01% 730
2022
Q4 		$217K Buy
+9,130
New +$215K ﹤0.01% 737

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPF
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return