Buckingham Capital Management (Ohio)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Buckingham Capital Management (Ohio)’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	$324K	Buy	13,110 +110	+0.8%	+$2.73K	0.04%	109
2024 Q3	$327K	Hold	13,000	–	–	0.04%	118
2024 Q2	$318K	Sell	13,000 -300	-2%	-$7.31K	0.04%	114
2024 Q1	$326K	Buy	13,300 +3,028	+29%	+$74K	0.04%	112
2023 Q4	$251K	Buy	10,272 +52	+0.5%	+$1.25K	0.03%	109
2023 Q3	$243K	Buy	10,220 +575	+6%	+$13.7K	0.04%	104
2023 Q2	$231K	Sell	9,645 -550	-5%	-$13.2K	0.03%	103
2023 Q1	$245K	Sell	10,195 -2,068	-17%	-$49.5K	0.04%	100
2022 Q4	$291K	Sell	12,263 -165	-1%	-$3.89K	0.05%	95
2022 Q3	$292K	Buy	+12,428	New	+$299K	0.06%	96

Other funds holding SUSB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Buckingham Capital Management (Ohio)'s SUSB Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.85% in Q4 2024, buying an estimated $2.73K and bringing the position to 13,110 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #109.

Buckingham Capital Management (Ohio) first reported a position in SUSB in Q3 2022 and has held it in 10 quarters since. The position peaked at $327K in Q3 2024. 313 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

Buckingham Capital Management (Ohio) held 13,110 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $324K as of Q4 2024.
Buckingham Capital Management (Ohio) bought 110 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2024, an estimated $2.73K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #109 holding.
Buckingham Capital Management (Ohio) first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and has held it in 10 quarters since.
Buckingham Capital Management (Ohio)'s iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $327K in Q3 2024.
313 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.