Bank Julius Baer & Co
SUSC icon

Bank Julius Baer & Co’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bank Julius Baer & Co’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
2022
Q1 		– Sell
-29,899
Closed -$816K – 784
2021
Q4 		$816K Buy
29,899
+13,669
+84% +$375K ﹤0.01% 378
2021
Q3 		$446K Sell
16,230
-13,532
-45% -$377K ﹤0.01% 444
2021
Q2 		$825K Buy
+29,762
New +$812K 0.01% 374
2020
Q3 		– Sell
-24,046
Closed -$664K – 778
2020
Q2 		$664K Buy
+24,046
New +$644K 0.01% 323

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank Julius Baer & Co's SUSC Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2022, closing a stake of 29,899 shares — an estimated $816K sold.

Bank Julius Baer & Co first reported a position in SUSC in Q2 2020 and held it in 4 quarters. The position peaked at $825K in Q2 2021. 154 funds tracked by Wall St. Rank hold SUSC as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 29,899 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2022, an estimated $816K.
  • Bank Julius Baer & Co first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
  • Bank Julius Baer & Co's iShares ESG Aware USD Corporate Bond ETF position peaked at $825K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.