APA
SUSB icon

American Portfolios Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$12.3K Sell
522
-203
-28% -$4.88K ﹤0.01% 2429
2022
Q2 		$17.5K Sell
725
-5
-0.7% -$121 ﹤0.01% 2290
2022
Q1 		$18K Sell
730
-502
-41% -$12.6K ﹤0.01% 2424
2021
Q4 		$31.6K Sell
1,232
-477
-28% -$12.3K ﹤0.01% 2107
2021
Q3 		$44.4K Buy
1,709
+738
+76% +$19.2K ﹤0.01% 1838
2021
Q2 		$25.3K Buy
971
+927
+2,107% +$24.1K ﹤0.01% 2103
2021
Q1 		$1.14K Buy
+44
New +$1.15K ﹤0.01% 3109

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's SUSB Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 28% in Q3 2022, selling an estimated $4.88K and leaving 522 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

American Portfolios Advisors first reported a position in SUSB in Q1 2021 and has held it in 7 quarters since. The position peaked at $44.4K in Q3 2021. 252 funds tracked by Wall St. Rank hold SUSB as of Q3 2022.

  • American Portfolios Advisors held 522 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $12.3K as of Q3 2022.
  • American Portfolios Advisors sold 203 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2022, an estimated $4.88K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2429 holding.
  • American Portfolios Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
  • American Portfolios Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $44.4K in Q3 2021.
  • 252 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.