APC
SUSB icon

Aspire Private Capital’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Aspire Private Capital’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
Q1 		– Sell
-132
Closed -$3.14K – 679
2022
Q4 		$3.14K Buy
+132
New +$3.12K ﹤0.01% 481

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Aspire Private Capital's SUSB Position: Q1 2023 in Review

Aspire Private Capital sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2023, closing a stake of 132 shares — an estimated $3.14K sold.

Aspire Private Capital first reported a position in SUSB in Q4 2022 and held it in 1 quarter. The position peaked at $3.14K in Q4 2022. 265 funds tracked by Wall St. Rank hold SUSB as of Q1 2023.

  • Aspire Private Capital reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Aspire Private Capital sold 132 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2023, an estimated $3.14K.
  • Aspire Private Capital first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Aspire Private Capital's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.14K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2023.

Based on Aspire Private Capital's 13F filing for Q1 2023, filed 3 May 2023.