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Astoria Portfolio Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Astoria Portfolio Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,008
Closed -$278K – 176
2022
Q2 		$278K Sell
12,008
-302
-2% -$7.16K 0.2% 118
2022
Q1 		$309K Sell
12,310
-5,441
-31% -$141K 0.24% 84
2021
Q4 		$484K Buy
+17,751
New +$487K 0.38% 67

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Astoria Portfolio Advisors's SUSC Position: Q3 2022 in Review

Astoria Portfolio Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2022, closing a stake of 12,008 shares — an estimated $278K sold.

Astoria Portfolio Advisors first reported a position in SUSC in Q4 2021 and held it in 3 quarters. The position peaked at $484K in Q4 2021. 170 funds tracked by Wall St. Rank hold SUSC as of Q3 2022.

  • Astoria Portfolio Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 12,008 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2022, an estimated $278K.
  • Astoria Portfolio Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Astoria Portfolio Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $484K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2022.

Based on Astoria Portfolio Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.