Cardinal Point Wealth Management Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Cardinal Point Wealth Management Partners’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 Q1	$1.44M	Sell	59,873 -9,805	-14%	-$235K	0.44%	20
2022 Q4	$1.66M	Buy	69,678 +42,943	+161%	+$1.01M	0.57%	18
2022 Q3	$626K	Sell	26,735 -1,440	-5%	-$34.6K	0.3%	27
2022 Q2	$679K	Buy	28,175 +9,650	+52%	+$234K	0.33%	29
2022 Q1	$456K	Hold	18,525	–	–	0.2%	30
2021 Q4	$475K	Buy	+18,525	New	+$477K	0.21%	32

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners's SUSB Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 14% in Q1 2023, selling an estimated $235K and leaving 59,873 shares worth $1.44M. The position accounts for 0.44% of the portfolio, ranked #20.

Cardinal Point Wealth Management Partners first reported a position in SUSB in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.66M in Q4 2022. 265 funds tracked by Wall St. Rank hold SUSB as of Q1 2023.

Cardinal Point Wealth Management Partners held 59,873 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.44M as of Q1 2023.
Cardinal Point Wealth Management Partners sold 9,805 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2023, an estimated $235K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.44% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #20 holding.
Cardinal Point Wealth Management Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.66M in Q4 2022.
265 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.