Baldrige Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Baldrige Asset Management’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
2023 Q1	$295K	Sell	12,797 -86	-0.7%	-$1.96K	0.12%	93
2022 Q4	$287K	Sell	12,883 -1,260	-9%	-$27.9K	0.13%	90
2022 Q3	$308K	Sell	14,143 -147	-1%	-$3.4K	0.15%	86
2022 Q2	$331K	Sell	14,290 -3,099	-18%	-$73.4K	0.15%	87
2022 Q1	$437K	Buy	17,389 +2,565	+17%	+$66.4K	0.18%	79
2021 Q4	$405K	Buy	14,824 +4,093	+38%	+$112K	0.16%	77
2021 Q3	$295K	Buy	10,731 +771	+8%	+$21.5K	0.12%	86
2021 Q2	$276K	Buy	9,960 +1,572	+19%	+$42.9K	0.12%	86
2021 Q1	$226K	Buy	+8,388	New	+$231K	0.12%	83

Other funds holding SUSC

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Baldrige Asset Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.67% in Q1 2023, selling an estimated $1.96K and leaving 12,797 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #93.

Baldrige Asset Management first reported a position in SUSC in Q1 2021 and has held it in 9 quarters since. The position peaked at $437K in Q1 2022. 196 funds tracked by Wall St. Rank hold SUSC as of Q1 2023.

Baldrige Asset Management held 12,797 shares of iShares ESG Aware USD Corporate Bond ETF worth $295K as of Q1 2023.
Baldrige Asset Management sold 86 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2023, an estimated $1.96K.
iShares ESG Aware USD Corporate Bond ETF made up 0.12% of Baldrige Asset Management's portfolio in Q1 2023, its #93 holding.
Baldrige Asset Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and has held it in 9 quarters since.
Baldrige Asset Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $437K in Q1 2022.
196 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2023.

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