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Braun-Bostich & Associates’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Braun-Bostich & Associates’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
Q2 		– Sell
-30,214
Closed -$740K – 142
2024
Q1 		$740K Sell
30,214
-3,746
-11% -$91.5K 0.62% 49
2023
Q4 		$831K Buy
+33,960
New +$814K 0.75% 36
2023
Q3 		– Sell
-29,917
Closed -$715K – 101
2023
Q2 		$715K Sell
29,917
-12,369
-29% -$297K 1.53% 22
2023
Q1 		$1.02M Sell
42,286
-518
-1% -$12.4K 2.41% 12
2022
Q4 		$1.02M Buy
42,804
+252
+0.6% +$5.95K 2.94% 9
2022
Q3 		$1M Sell
42,552
-567
-1% -$13.6K 3.06% 7
2022
Q2 		$1.04M Sell
43,119
-296
-0.7% -$7.18K 2.7% 10
2022
Q1 		$1.07M Buy
+43,415
New +$1.09M 2.3% 18
2021
Q4 		– Sell
-45,276
Closed -$1.18M – 146
2021
Q3 		$1.18M Sell
45,276
-298
-0.7% -$7.76K 2.22% 16
2021
Q2 		$1.19M Sell
45,574
-108
-0.2% -$2.81K 2.16% 16
2021
Q1 		$1.19M Sell
45,682
-227
-0.5% -$5.92K 2.28% 13
2020
Q4 		$1.2M Sell
45,909
-558
-1% -$14.6K 2.42% 13
2020
Q3 		$1.21M Hold
46,467
– – 1.21% 18
2020
Q2 		$1.21M Buy
46,467
+511
+1% +$13.1K 1.18% 15
2020
Q1 		$1.14M Buy
45,956
+62
+0.1% +$1.56K 1.45% 14
2019
Q4 		$1.17M Buy
45,894
+381
+0.8% +$9.69K 1.15% 17
2019
Q3 		$1.16M Buy
45,513
+10,298
+29% +$261K 1.35% 15
2019
Q2 		$892K Buy
+35,215
New +$882K 0.93% 22

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Braun-Bostich & Associates's SUSB Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2024, closing a stake of 30,214 shares — an estimated $740K sold.

Braun-Bostich & Associates first reported a position in SUSB in Q2 2019 and held it in 18 quarters. The position peaked at $1.21M in Q3 2020. 256 funds tracked by Wall St. Rank hold SUSB as of Q2 2024.

  • Braun-Bostich & Associates reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 30,214 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2024, an estimated $740K.
  • Braun-Bostich & Associates first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2019 and held it in 18 quarters.
  • Braun-Bostich & Associates's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.21M in Q3 2020.
  • 256 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.