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

Cetera Advisors’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	$280K	Sell	11,423 -362	-3%	-$8.85K	﹤0.01%	1986
2023 Q4	$289K	Sell	11,785 -1,489	-11%	-$35.7K	﹤0.01%	1450
2023 Q3	$316K	Sell	13,274 -1,932	-13%	-$46.1K	﹤0.01%	1294
2023 Q2	$364K	Buy	15,206 +1,568	+11%	+$37.7K	0.01%	1202
2023 Q1	$328K	Sell	13,638 -3,438	-20%	-$82.3K	0.01%	1231
2022 Q4	$406K	Buy	17,076 +5,401	+46%	+$127K	0.01%	1082
2022 Q3	$274K	Sell	11,675 -230	-2%	-$5.53K	0.01%	1012
2022 Q2	$287K	Sell	11,905 -906	-7%	-$22K	0.01%	1066
2022 Q1	$316K	Sell	12,811 -53	-0.4%	-$1.33K	0.01%	1082
2021 Q4	$330K	Buy	12,864 +3,196	+33%	+$82.3K	0.01%	1080
2021 Q3	$251K	Buy	+9,668	New	+$252K	﹤0.01%	1198

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 Advisors's SUSB Position: Q1 2024 in Review

Cetera Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.1% in Q1 2024, selling an estimated $8.85K and leaving 11,423 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Cetera Advisors first reported a position in SUSB in Q3 2021 and has held it in 11 quarters since. The position peaked at $406K in Q4 2022. 259 funds tracked by Wall St. Rank hold SUSB as of Q1 2024.

Cetera Advisors held 11,423 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $280K as of Q1 2024.
Cetera Advisors sold 362 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2024, an estimated $8.85K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1986 holding.
Cetera Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2021 and has held it in 11 quarters since.
Cetera Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $406K in Q4 2022.
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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.