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

Castle Rock 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
2020
Q3 		– Sell
-16,419
Closed -$429K – 213
2020
Q2 		$429K Sell
16,419
-3,701
-18% -$94.8K 0.25% 126
2020
Q1 		$515K Buy
+20,120
New +$508K 0.44% 58

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PO
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Bank of America
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Cambridge Investment Research Advisors
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SA
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Castle Rock Wealth Management's SUSB Position: Q3 2020 in Review

Castle Rock Wealth Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2020, closing a stake of 16,419 shares — an estimated $429K sold.

Castle Rock Wealth Management first reported a position in SUSB in Q1 2020 and held it in 2 quarters. The position peaked at $515K in Q1 2020. 124 funds tracked by Wall St. Rank hold SUSB as of Q3 2020.

  • Castle Rock Wealth Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Castle Rock Wealth Management sold 16,419 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2020, an estimated $429K.
  • Castle Rock Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Castle Rock Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $515K in Q1 2020.
  • 124 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2020.

Based on Castle Rock Wealth Management's 13F filing for Q3 2020, filed 7 Dec 2020.