Cetera Advisor Networks’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Cetera Advisor Networks’s Portfolio SUSC Stock Details SUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$4.12M	Buy	179,233 +4,693	+3%	+$108K	0.02%	707
2023 Q4	$4.06M	Buy	174,540 +7,837	+5%	+$173K	0.02%	670
2023 Q3	$3.63M	Buy	166,703 +5,750	+4%	+$128K	0.02%	659
2023 Q2	$3.66M	Buy	160,953 +16,345	+11%	+$372K	0.03%	630
2023 Q1	$3.33M	Buy	144,608 +37,797	+35%	+$863K	0.02%	651
2022 Q4	$2.38M	Buy	106,811 +92,323	+637%	+$2.04M	0.02%	737
2022 Q3	$316K	Buy	14,488 +3,777	+35%	+$87.5K	﹤0.01%	1570
2022 Q2	$248K	Buy	+10,711	New	+$254K	﹤0.01%	1727
2020 Q3	–	Sell	-457	Closed	-$13K	–	2819
2020 Q2	$13K	Buy	+457	New	+$12.2K	﹤0.01%	2615

Other funds holding SUSC

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Cetera Advisor Networks increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.7% in Q1 2024, buying an estimated $108K and bringing the position to 179,233 shares worth $4.12M. The position accounts for 0.02% of the portfolio, ranked #707.

Cetera Advisor Networks first reported a position in SUSC in Q2 2020 and has held it in 9 quarters since. 241 funds tracked by Wall St. Rank hold SUSC as of Q1 2024.

Cetera Advisor Networks held 179,233 shares of iShares ESG Aware USD Corporate Bond ETF worth $4.12M as of Q1 2024.
Cetera Advisor Networks bought 4,693 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2024, an estimated $108K.
iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #707 holding.
Cetera Advisor Networks first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 9 quarters since.
241 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2024.

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