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Blue Edge Capital’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Blue Edge Capital’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
Q3 		– Sell
-16,053
Closed -$393K – 114
2024
Q2 		$393K Buy
16,053
+23
+0.1% +$560 0.07% 94
2024
Q1 		$392K Buy
16,030
+1,674
+12% +$40.9K 0.07% 100
2023
Q4 		$351K Buy
14,356
+325
+2% +$7.79K 0.07% 94
2023
Q3 		$334K Buy
14,031
+431
+3% +$10.3K 0.07% 91
2023
Q2 		$325K Sell
13,600
-286
-2% -$6.87K 0.07% 88
2023
Q1 		$334K Sell
13,886
-602
-4% -$14.4K 0.07% 90
2022
Q4 		$344K Buy
14,488
+564
+4% +$13.3K 0.08% 95
2022
Q3 		$327K Sell
13,924
-106
-0.8% -$2.55K 0.08% 89
2022
Q2 		$338K Buy
14,030
+358
+3% +$8.68K 0.08% 89
2022
Q1 		$337K Buy
13,672
+4,878
+55% +$122K 0.07% 93
2021
Q4 		$226K Buy
8,794
+410
+5% +$10.6K 0.04% 101
2021
Q3 		$218K Buy
+8,384
New +$218K 0.05% 96

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blue Edge Capital's SUSB Position: Q3 2024 in Review

Blue Edge Capital sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2024, closing a stake of 16,053 shares — an estimated $393K sold.

Blue Edge Capital first reported a position in SUSB in Q3 2021 and held it in 12 quarters. The position peaked at $393K in Q2 2024. 289 funds tracked by Wall St. Rank hold SUSB as of Q3 2024.

  • Blue Edge Capital reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Blue Edge Capital sold 16,053 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2024, an estimated $393K.
  • Blue Edge Capital first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2021 and held it in 12 quarters.
  • Blue Edge Capital's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $393K in Q2 2024.
  • 289 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2024.

Based on Blue Edge Capital's 13F filing for Q3 2024, filed 14 Nov 2024.