Atria Investments’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Atria Investments’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 Q4	–	Sell	-104,705	Closed	-$2.49M	–	941
2023 Q3	$2.49M	Buy	104,705 +15,098	+17%	+$360K	0.04%	491
2023 Q2	$2.14M	Buy	89,607 +33,219	+59%	+$798K	0.04%	525
2023 Q1	$1.36M	Buy	+56,388	New	+$1.35M	0.03%	685
2020 Q3	–	Sell	-49,125	Closed	-$1.28M	–	604
2020 Q2	$1.28M	Buy	+49,125	New	+$1.26M	0.04%	433
2019 Q4	–	Sell	-18,038	Closed	-$459K	–	1234
2019 Q3	$459K	Sell	18,038 -66,824	-79%	-$1.69M	0.02%	607
2019 Q2	$2.15M	Buy	+84,862	New	+$2.13M	0.08%	212

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments's SUSB Position: Q4 2023 in Review

Atria Investments sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2023, closing a stake of 104,705 shares — an estimated $2.49M sold.

Atria Investments first reported a position in SUSB in Q2 2019 and held it in 6 quarters. The position peaked at $2.49M in Q3 2023. 266 funds tracked by Wall St. Rank hold SUSB as of Q4 2023.

Atria Investments reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Atria Investments sold 104,705 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2023, an estimated $2.49M.
Atria Investments first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2019 and held it in 6 quarters.
Atria Investments's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.49M in Q3 2023.
266 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2023.

Based on Atria Investments's 13F filing for Q4 2023, filed 14 Feb 2024.