Baird Financial Group
SUSC icon

Baird Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Baird Financial Group’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
2024
Q1 		– Sell
-13,575
Closed -$316K – 1799
2023
Q4 		$316K Buy
+13,575
New +$300K ﹤0.01% 1499

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Wealthfront Advisers
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B
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Carson Wealth (CWM LLC)
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Fisher Asset Management
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Creative Planning
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LPL Financial
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Baird Financial Group's SUSC Position: Q1 2024 in Review

Baird Financial Group sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2024, closing a stake of 13,575 shares — an estimated $316K sold.

Baird Financial Group first reported a position in SUSC in Q4 2023 and held it in 1 quarter. The position peaked at $316K in Q4 2023. 241 funds tracked by Wall St. Rank hold SUSC as of Q1 2024.

  • Baird Financial Group reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Baird Financial Group sold 13,575 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2024, an estimated $316K.
  • Baird Financial Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Baird Financial Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $316K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2024.

Based on Baird Financial Group's 13F filing for Q1 2024, filed 14 May 2024.