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

Cetera Advisors’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 		$2.3M Buy
100,212
+56,166
+128% +$1.29M 0.02% 752
2023
Q4 		$1.02M Buy
44,046
+5,594
+15% +$124K 0.01% 763
2023
Q3 		$837K Sell
38,452
-382
-1% -$8.52K 0.01% 796
2023
Q2 		$883K Buy
38,834
+3,184
+9% +$72.5K 0.01% 767
2023
Q1 		$820K Buy
35,650
+13,337
+60% +$304K 0.01% 772
2022
Q4 		$498K Buy
+22,313
New +$493K 0.01% 976

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's SUSC Position: Q1 2024 in Review

Cetera Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 128% in Q1 2024, buying an estimated $1.29M and bringing the position to 100,212 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #752.

Cetera Advisors first reported a position in SUSC in Q4 2022 and has held it in 6 quarters since. 241 funds tracked by Wall St. Rank hold SUSC as of Q1 2024.

  • Cetera Advisors held 100,212 shares of iShares ESG Aware USD Corporate Bond ETF worth $2.3M as of Q1 2024.
  • Cetera Advisors bought 56,166 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2024, an estimated $1.29M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #752 holding.
  • Cetera Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • 241 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2024.

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