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Bigelow Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bigelow Investment Advisors’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
2024
Q4 		– Sell
-8,738
Closed -$208K – 155
2024
Q3 		$208K Sell
8,738
-215
-2% -$5.02K 0.09% 152
2024
Q2 		$203K Sell
8,953
-128
-1% -$2.9K 0.1% 152
2024
Q1 		$209K Buy
9,081
+265
+3% +$6.08K 0.1% 152
2023
Q4 		$205K Sell
8,816
-1,477
-14% -$32.6K 0.11% 149
2023
Q3 		$224K Sell
10,293
-85
-0.8% -$1.9K 0.13% 143
2023
Q2 		$236K Buy
+10,378
New +$236K 0.13% 143
2023
Q1 		– Hold
0
– – – 135
2022
Q4 		– Sell
-17,338
Closed -$378K – 149
2022
Q3 		$378K Sell
17,338
-5,738
-25% -$133K 0.23% 106
2022
Q2 		$534K Sell
23,076
-4,296
-16% -$102K 0.29% 94
2022
Q1 		$688K Buy
27,372
+6,180
+29% +$160K 0.32% 84
2021
Q4 		$578K Sell
21,192
-2,380
-10% -$65.3K 0.26% 90
2021
Q3 		$648K Buy
23,572
+4,853
+26% +$135K 0.32% 79
2021
Q2 		$519K Hold
18,719
– – 0.25% 96
2021
Q1 		$504K Buy
18,719
+5,305
+40% +$146K 0.26% 97
2020
Q4 		$380K Buy
13,414
+2,005
+18% +$56.1K 0.2% 104
2020
Q3 		$316K Buy
11,409
+2,169
+23% +$60.7K 0.19% 111
2020
Q2 		$255K Buy
+9,240
New +$248K 0.17% 125

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bigelow Investment Advisors's SUSC Position: Q4 2024 in Review

Bigelow Investment Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2024, closing a stake of 8,738 shares — an estimated $208K sold.

Bigelow Investment Advisors first reported a position in SUSC in Q2 2020 and held it in 16 quarters. The position peaked at $688K in Q1 2022. 273 funds tracked by Wall St. Rank hold SUSC as of Q4 2024.

  • Bigelow Investment Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bigelow Investment Advisors sold 8,738 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2024, an estimated $208K.
  • Bigelow Investment Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and held it in 16 quarters.
  • Bigelow Investment Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $688K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2024.

Based on Bigelow Investment Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.