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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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return