Boston Financial Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Boston Financial Management’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 Q4	$827K	Buy	33,475 +1,890	+6%	+$46.9K	0.03%	206
2024 Q3	$795K	Buy	31,585 +3,316	+12%	+$82.5K	0.02%	210
2024 Q2	$692K	Sell	28,269 -5,406	-16%	-$132K	0.02%	220
2024 Q1	$824K	Buy	33,675 +1,080	+3%	+$26.4K	0.03%	210
2023 Q4	$798K	Sell	32,595 -7,511	-19%	-$180K	0.03%	205
2023 Q3	$953K	Buy	40,106 +768	+2%	+$18.3K	0.04%	180
2023 Q2	$941K	Sell	39,338 -1,850	-4%	-$44.4K	0.03%	190
2023 Q1	$991K	Sell	41,188 -16,730	-29%	-$400K	0.04%	174
2022 Q4	$1.38M	Sell	57,918 -8,132	-12%	-$192K	0.06%	157
2022 Q3	$1.55M	Buy	66,050 +13,792	+26%	+$332K	0.07%	143
2022 Q2	$1.26M	Buy	+52,258	New	+$1.27M	0.05%	146

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Financial Management's SUSB Position: Q4 2024 in Review

Boston Financial Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 6% in Q4 2024, buying an estimated $46.9K and bringing the position to 33,475 shares worth $827K. The position accounts for 0.03% of the portfolio, ranked #206.

Boston Financial Management first reported a position in SUSB in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.55M in Q3 2022. 313 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

Boston Financial Management held 33,475 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $827K as of Q4 2024.
Boston Financial Management bought 1,890 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2024, an estimated $46.9K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Boston Financial Management's portfolio in Q4 2024, its #206 holding.
Boston Financial Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2022 and has held it in 11 quarters since.
Boston Financial Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.55M in Q3 2022.
313 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.