Cetera Advisor Networks’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$831K	Sell	33,926 -14,177	-29%	-$346K	﹤0.01%	1587
2023 Q4	$1.18M	Sell	48,103 -2,138	-4%	-$51.2K	0.01%	1271
2023 Q3	$1.19M	Buy	50,241 +26,690	+113%	+$637K	0.01%	1163
2023 Q2	$563K	Sell	23,551 -3,696	-14%	-$88.8K	﹤0.01%	1636
2023 Q1	$656K	Sell	27,247 -11,668	-30%	-$279K	﹤0.01%	1511
2022 Q4	$925K	Buy	+38,915	New	+$918K	0.01%	1230
2022 Q3	–	Sell	-8,538	Closed	-$205K	–	2168
2022 Q2	$205K	Buy	+8,538	New	+$207K	﹤0.01%	1844
2020 Q3	–	Sell	-2,185	Closed	-$57K	–	2820
2020 Q2	$57K	Buy	+2,185	New	+$56K	﹤0.01%	1828

Other funds holding SUSB

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Advisor Networks's SUSB Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 29% in Q1 2024, selling an estimated $346K and leaving 33,926 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Cetera Advisor Networks first reported a position in SUSB in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.19M in Q3 2023. 259 funds tracked by Wall St. Rank hold SUSB as of Q1 2024.

Cetera Advisor Networks held 33,926 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $831K as of Q1 2024.
Cetera Advisor Networks sold 14,177 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2024, an estimated $346K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1587 holding.
Cetera Advisor Networks first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2020 and has held it in 8 quarters since.
Cetera Advisor Networks's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.19M in Q3 2023.
259 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.