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Carroll Financial Associates’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Carroll Financial Associates’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
Q4 		$59K Hold
2,301
– – ﹤0.01% 683
2021
Q3 		$59K Buy
2,301
+1,029
+81% +$26.8K ﹤0.01% 703
2021
Q2 		$33K Buy
+1,272
New +$33.1K ﹤0.01% 939

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carroll Financial Associates's SUSB Position: Q4 2021 in Review

Carroll Financial Associates held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q4 2021 at 2,301 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Carroll Financial Associates first reported a position in SUSB in Q2 2021 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold SUSB as of Q4 2021.

  • Carroll Financial Associates held 2,301 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $59K as of Q4 2021.
  • Carroll Financial Associates left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q4 2021.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #683 holding.
  • Carroll Financial Associates first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.