C-J Advisory’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$1.71M Buy
65,985
+1,857
+3% +$48.3K 0.91% 24
2021
Q2
$1.67M Buy
64,128
+33,599
+110% +$875K 0.9% 23
2021
Q1
$792K Buy
+30,529
New +$796K 0.46% 26

Other funds holding SUSB

C-J Advisory's SUSB Position: Q3 2021 in Review

C-J Advisory increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.9% in Q3 2021, buying an estimated $48.3K and bringing the position to 65,985 shares worth $1.71M. The position accounts for 0.91% of the portfolio, ranked #24.

C-J Advisory first reported a position in SUSB in Q1 2021 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold SUSB as of Q3 2021.

  • C-J Advisory held 65,985 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.71M as of Q3 2021.
  • C-J Advisory bought 1,857 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2021, an estimated $48.3K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.91% of C-J Advisory's portfolio in Q3 2021, its #24 holding.
  • C-J Advisory first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2021.

Based on C-J Advisory's 13F filing for Q3 2021, filed 13 Oct 2021.