Buffington Mohr McNeal’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Buffington Mohr McNeal’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
2023 Q2	–	Sell	-53,539	Closed	-$1.29M	–	128
2023 Q1	$1.29M	Buy	53,539 +221	+0.4%	+$5.29K	0.3%	53
2022 Q4	$1.27M	Sell	53,318 -1,300	-2%	-$30.7K	0.29%	56
2022 Q3	$1.28M	Hold	54,618	–	–	0.31%	55
2022 Q2	$1.32M	Hold	54,618	–	–	0.29%	56
2022 Q1	$1.34M	Hold	54,618	–	–	0.25%	62
2021 Q4	$1.4M	Buy	54,618 +1,790	+3%	+$46.1K	0.24%	64
2021 Q3	$1.37M	Buy	52,828 +7,787	+17%	+$203K	0.26%	57
2021 Q2	$1.17M	Buy	45,041 +3,270	+8%	+$85.2K	0.23%	66
2021 Q1	$1.08M	Buy	41,771 +3,345	+9%	+$87.2K	0.23%	66
2020 Q4	$1.01M	Buy	38,426 +770	+2%	+$20.1K	0.23%	66
2020 Q3	$983K	Buy	37,656 +2,865	+8%	+$74.8K	0.26%	62
2020 Q2	$905K	Sell	34,791 -829	-2%	-$21.2K	0.25%	66
2020 Q1	$888K	Hold	35,620	–	–	0.3%	57
2019 Q4	$906K	Buy	35,620 +8,890	+33%	+$226K	0.26%	60
2019 Q3	$680K	Buy	+26,730	New	+$678K	0.21%	77
2019 Q2	–	Sell	-4,765	Closed	-$119K	–	296
2019 Q1	$119K	Buy	+4,765	New	+$118K	0.04%	139

Other funds holding SUSB

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

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

Buffington Mohr McNeal's SUSB Position: Q2 2023 in Review

Buffington Mohr McNeal sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2023, closing a stake of 53,539 shares — an estimated $1.29M sold.

Buffington Mohr McNeal first reported a position in SUSB in Q1 2019 and held it in 16 quarters. The position peaked at $1.4M in Q4 2021. 253 funds tracked by Wall St. Rank hold SUSB as of Q2 2023.

Buffington Mohr McNeal reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Buffington Mohr McNeal sold 53,539 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2023, an estimated $1.29M.
Buffington Mohr McNeal first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and held it in 16 quarters.
Buffington Mohr McNeal's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.4M in Q4 2021.
253 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2023.

Based on Buffington Mohr McNeal's 13F filing for Q2 2023, filed 25 Jul 2023.