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

Baldrige Asset 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 Q1	$2.27M	Buy	94,451 +1,115	+1%	+$26.7K	0.93%	28
2022 Q4	$2.22M	Buy	93,336 +1,619	+2%	+$38.2K	0.99%	26
2022 Q3	$2.15M	Buy	91,717 +15,500	+20%	+$373K	1.03%	25
2022 Q2	$1.84M	Sell	76,217 -48,214	-39%	-$1.17M	0.84%	31
2022 Q1	$3.06M	Sell	124,431 -14,427	-10%	-$362K	1.25%	19
2021 Q4	$3.56M	Buy	138,858 +23,521	+20%	+$606K	1.39%	18
2021 Q3	$3M	Buy	115,337 +28,993	+34%	+$755K	1.25%	21
2021 Q2	$2.25M	Buy	86,344 +6,320	+8%	+$165K	0.97%	26
2021 Q1	$2.08M	Buy	80,024 +20,439	+34%	+$533K	1.14%	25
2020 Q4	$1.56M	Sell	59,585 -1,058	-2%	-$27.6K	0.93%	32
2020 Q3	$1.58M	Buy	60,643 +8,314	+16%	+$217K	1.07%	27
2020 Q2	$1.36M	Buy	52,329 +6,783	+15%	+$174K	1.02%	27
2020 Q1	$1.14M	Buy	45,546 +28,055	+160%	+$708K	0.99%	27
2019 Q4	$445K	Buy	+17,491	New	+$445K	0.37%	50

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Baldrige Asset Management's SUSB Position: Q1 2023 in Review

Baldrige Asset Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.2% in Q1 2023, buying an estimated $26.7K and bringing the position to 94,451 shares worth $2.27M. The position accounts for 0.93% of the portfolio, ranked #28.

Baldrige Asset Management first reported a position in SUSB in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.56M in Q4 2021. 265 funds tracked by Wall St. Rank hold SUSB as of Q1 2023.

Baldrige Asset Management held 94,451 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.27M as of Q1 2023.
Baldrige Asset Management bought 1,115 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2023, an estimated $26.7K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.93% of Baldrige Asset Management's portfolio in Q1 2023, its #28 holding.
Baldrige Asset Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2019 and has held it in 14 quarters since.
Baldrige Asset Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.56M in Q4 2021.
265 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.