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Clear Perspectives Financial Planning’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Clear Perspectives Financial Planning’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
2021
Q2 		– Sell
-400
Closed -$10K – 211
2021
Q1 		$10K Buy
+400
New +$10.4K 0.01% 152

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clear Perspectives Financial Planning's SUSB Position: Q2 2021 in Review

Clear Perspectives Financial Planning sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2021, closing a stake of 400 shares — an estimated $10K sold.

Clear Perspectives Financial Planning first reported a position in SUSB in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 209 funds tracked by Wall St. Rank hold SUSB as of Q2 2021.

  • Clear Perspectives Financial Planning reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 400 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2021, an estimated $10K.
  • Clear Perspectives Financial Planning first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $10K in Q1 2021.
  • 209 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2021, filed 5 Aug 2021.