Bogart Wealth LLC’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bogart Wealth LLC’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 Q3	–	Sell	-33	Closed	-$750	–	1165
2024 Q2	$750	Hold	33	–	–	﹤0.01%	1023
2024 Q1	$759	Hold	33	–	–	﹤0.01%	986
2023 Q4	$768	Sell	33 -64	-66%	-$1.42K	﹤0.01%	979
2023 Q3	$2.11K	Buy	97 +1	+1%	+$22	﹤0.01%	872
2023 Q2	$2.19K	Hold	96	–	–	﹤0.01%	867
2023 Q1	$2.2K	Buy	96 +1	+1%	+$23	﹤0.01%	891
2022 Q4	$2.12K	Hold	95	–	–	﹤0.01%	784
2022 Q3	$2K	Buy	95 +1	+1%	+$23	﹤0.01%	844
2022 Q2	$2K	Buy	94 +1	+1%	+$24	﹤0.01%	791
2022 Q1	$2K	Buy	93 +29	+45%	+$751	﹤0.01%	705
2021 Q4	$2K	Buy	64 +1	+2%	+$27	﹤0.01%	671
2021 Q3	$2K	Hold	63	–	–	﹤0.01%	648
2021 Q2	$2K	Hold	63	–	–	﹤0.01%	616
2021 Q1	$2K	Buy	+63	New	+$1.73K	﹤0.01%	570

Other funds holding SUSC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bogart Wealth LLC sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2024, closing a stake of 33 shares — an estimated $750 sold.

Bogart Wealth LLC first reported a position in SUSC in Q1 2021 and held it in 14 quarters. The position peaked at $2.2K in Q1 2023. 248 funds tracked by Wall St. Rank hold SUSC as of Q3 2024.

Bogart Wealth LLC reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Bogart Wealth LLC sold 33 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2024, an estimated $750.
Bogart Wealth LLC first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and held it in 14 quarters.
Bogart Wealth LLC's iShares ESG Aware USD Corporate Bond ETF position peaked at $2.2K in Q1 2023.
248 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2024.

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