Benjamin F. Edwards & Company’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$103K	Buy	4,211 +1,151	+38%	+$28K	﹤0.01%	1105
2024 Q1	$75K	Buy	3,060 +4	+0.1%	+$98	﹤0.01%	1190
2023 Q4	$75K	Buy	3,056 +10	+0.3%	+$240	﹤0.01%	1153
2023 Q3	$72K	Buy	3,046 +211	+7%	+$5.04K	﹤0.01%	980
2023 Q2	$68K	Sell	2,835 -7	-0.2%	-$168	﹤0.01%	1006
2023 Q1	$68K	Buy	+2,842	New	+$68K	﹤0.01%	1022

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Benjamin F. Edwards & Company's SUSB Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 38% in Q2 2024, buying an estimated $28K and bringing the position to 4,211 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Benjamin F. Edwards & Company first reported a position in SUSB in Q1 2023 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold SUSB as of Q2 2024.

Benjamin F. Edwards & Company held 4,211 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $103K as of Q2 2024.
Benjamin F. Edwards & Company bought 1,151 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2024, an estimated $28K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1105 holding.
Benjamin F. Edwards & Company first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2023 and has held it in 6 quarters since.
256 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.