Burleson & Co’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Burleson & Co’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
2022 Q4	$713	Buy	+30	New	+$708	﹤0.01%	366

Other funds holding SUSB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

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

Burleson & Co's SUSB Position: Q4 2022 in Review

Burleson & Co opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2022: 30 shares worth $713. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings.

285 funds tracked by Wall St. Rank hold SUSB as of Q4 2022.

Burleson & Co held 30 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $713 as of Q4 2022.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Burleson & Co position in Q4 2022.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #366 holding.
285 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.