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

Capital Advisors Wealth Management’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	-9,034	Closed	-$217K	–	154
2023 Q1	$217K	Buy	9,034 +423	+5%	+$10.1K	0.06%	121
2022 Q4	$205K	Buy	8,611 +65	+0.8%	+$1.53K	0.06%	121
2022 Q3	$201K	Buy	+8,546	New	+$206K	0.07%	111

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Advisors Wealth Management's SUSB Position: Q2 2023 in Review

Capital Advisors Wealth Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2023, closing a stake of 9,034 shares — an estimated $217K sold.

Capital Advisors Wealth Management first reported a position in SUSB in Q3 2022 and held it in 3 quarters. The position peaked at $217K in Q1 2023. 253 funds tracked by Wall St. Rank hold SUSB as of Q2 2023.

Capital Advisors Wealth Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Capital Advisors Wealth Management sold 9,034 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2023, an estimated $217K.
Capital Advisors Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
Capital Advisors Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $217K in Q1 2023.
253 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2023.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.