Boston Financial Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Boston Financial Management’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	$283K	Buy	12,476 +779	+7%	+$18K	0.01%	293
2024 Q3	$278K	Buy	11,697 +81	+0.7%	+$1.89K	0.01%	288
2024 Q2	$264K	Sell	11,616 -1,680	-13%	-$38K	0.01%	298
2024 Q1	$306K	Buy	13,296 +2,455	+23%	+$56.3K	0.01%	294
2023 Q4	$252K	Buy	+10,841	New	+$240K	0.01%	297
2023 Q1	–	Sell	-13,634	Closed	-$304K	–	322
2022 Q4	$304K	Buy	13,634 +185	+1%	+$4.09K	0.01%	267
2022 Q3	$293K	Buy	13,449 +1,127	+9%	+$26.1K	0.01%	260
2022 Q2	$285K	Buy	+12,322	New	+$292K	0.01%	252

Other funds holding SUSC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Boston Financial Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 6.7% in Q4 2024, buying an estimated $18K and bringing the position to 12,476 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #293.

Boston Financial Management first reported a position in SUSC in Q2 2022 and has held it in 8 quarters since. The position peaked at $306K in Q1 2024. 271 funds tracked by Wall St. Rank hold SUSC as of Q4 2024.

Boston Financial Management held 12,476 shares of iShares ESG Aware USD Corporate Bond ETF worth $283K as of Q4 2024.
Boston Financial Management bought 779 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2024, an estimated $18K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #293 holding.
Boston Financial Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and has held it in 8 quarters since.
Boston Financial Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $306K in Q1 2024.
271 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2024.

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