Bogart Wealth LLC’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bogart Wealth LLC’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	-77	Closed	-$1.89K	–	1166
2024 Q2	$1.89K	Hold	77	–	–	﹤0.01%	937
2024 Q1	$1.89K	Hold	77	–	–	﹤0.01%	910
2023 Q4	$1.89K	Hold	77	–	–	﹤0.01%	901
2023 Q3	$1.83K	Hold	77	–	–	﹤0.01%	891
2023 Q2	$1.84K	Hold	77	–	–	﹤0.01%	891
2023 Q1	$1.85K	Hold	77	–	–	﹤0.01%	915
2022 Q4	$1.83K	Hold	77	–	–	﹤0.01%	800
2022 Q3	$2K	Hold	77	–	–	﹤0.01%	845
2022 Q2	$2K	Hold	77	–	–	﹤0.01%	792
2022 Q1	$2K	Hold	77	–	–	﹤0.01%	706
2021 Q4	$2K	Hold	77	–	–	﹤0.01%	672
2021 Q3	$2K	Hold	77	–	–	﹤0.01%	649
2021 Q2	$2K	Hold	77	–	–	﹤0.01%	617
2021 Q1	$2K	Buy	+77	New	+$2.01K	﹤0.01%	571

Other funds holding SUSB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Bogart Wealth LLC's SUSB Position: Q3 2024 in Review

Bogart Wealth LLC sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2024, closing a stake of 77 shares — an estimated $1.89K sold.

Bogart Wealth LLC first reported a position in SUSB in Q1 2021 and held it in 14 quarters. The position peaked at $2K in Q3 2022. 289 funds tracked by Wall St. Rank hold SUSB as of Q3 2024.

Bogart Wealth LLC reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Bogart Wealth LLC sold 77 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2024, an estimated $1.89K.
Bogart Wealth LLC first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and held it in 14 quarters.
Bogart Wealth LLC's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2K in Q3 2022.
289 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2024.

Based on Bogart Wealth LLC's 13F filing for Q3 2024, filed 23 Oct 2024.