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Asset Planning Services (Pennsylvania)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q4 		– Sell
-2,797
Closed -$71K – 230
2019
Q3 		$71K Buy
+2,797
New +$70.9K 0.03% 115

Other funds holding SUSB

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SUSB Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2019, closing a stake of 2,797 shares — an estimated $71K sold.

Asset Planning Services (Pennsylvania) first reported a position in SUSB in Q3 2019 and held it in 1 quarter. The position peaked at $71K in Q3 2019. 88 funds tracked by Wall St. Rank hold SUSB as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 2,797 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2019, an estimated $71K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $71K in Q3 2019.
  • 88 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.