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Bartlett & Co Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bartlett & Co Wealth 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
2021
Q1 		– Sell
-328
Closed -$9.3K – 1186
2020
Q4 		$9.3K Buy
+328
New +$9.18K ﹤0.01% 735

Other funds holding SUSC

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bartlett & Co Wealth Management's SUSC Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2021, closing a stake of 328 shares — an estimated $9.3K sold.

Bartlett & Co Wealth Management first reported a position in SUSC in Q4 2020 and held it in 1 quarter. The position peaked at $9.3K in Q4 2020. 132 funds tracked by Wall St. Rank hold SUSC as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 328 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2021, an estimated $9.3K.
  • Bartlett & Co Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $9.3K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.