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Axxcess Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Axxcess Wealth Management’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
Q3 		– Sell
-24,891
Closed -$595K – 841
2023
Q2 		$595K Sell
24,891
-582
-2% -$14K 0.04% 312
2023
Q1 		$613K Buy
25,473
+896
+4% +$21.4K 0.05% 337
2022
Q4 		$584K Buy
+24,577
New +$580K 0.05% 326

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Axxcess Wealth Management's SUSB Position: Q3 2023 in Review

Axxcess Wealth Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2023, closing a stake of 24,891 shares — an estimated $595K sold.

Axxcess Wealth Management first reported a position in SUSB in Q4 2022 and held it in 3 quarters. The position peaked at $613K in Q1 2023. 246 funds tracked by Wall St. Rank hold SUSB as of Q3 2023.

  • Axxcess Wealth Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 24,891 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2023, an estimated $595K.
  • Axxcess Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Axxcess Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $613K in Q1 2023.
  • 246 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2023.

Based on Axxcess Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.