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Burt Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Burt Wealth Advisors’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
2021
Q1 		– Sell
-65
Closed -$2K – 321
2020
Q4 		$2K Hold
65
– – ﹤0.01% 355
2020
Q3 		$2K Buy
+65
New +$1.7K ﹤0.01% 360

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return

Burt Wealth Advisors's SUSB Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2021, closing a stake of 65 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in SUSB in Q3 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 178 funds tracked by Wall St. Rank hold SUSB as of Q1 2021.

  • Burt Wealth Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 65 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2021, an estimated $2K.
  • Burt Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.