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

Amplius Wealth 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
Q1 		– Sell
-1,897
Closed -$48K – 798
2021
Q4 		$48K Buy
+1,897
New +$48.9K 0.01% 337

Other funds holding SUSB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Amplius Wealth Advisors's SUSB Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2022, closing a stake of 1,897 shares — an estimated $48K sold.

Amplius Wealth Advisors first reported a position in SUSB in Q4 2021 and held it in 1 quarter. The position peaked at $48K in Q4 2021. 241 funds tracked by Wall St. Rank hold SUSB as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,897 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2022, an estimated $48K.
  • Amplius Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $48K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.