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Colonial River Investments’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Colonial River Investments’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
2022
Q1 		– Sell
-52,793
Closed -$1.35M – 230
2021
Q4 		$1.35M Buy
+52,793
New +$1.36M 0.73% 34

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BBVA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Colonial River Investments's SUSB Position: Q1 2022 in Review

Colonial River Investments sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2022, closing a stake of 52,793 shares — an estimated $1.35M sold.

Colonial River Investments first reported a position in SUSB in Q4 2021 and held it in 1 quarter. The position peaked at $1.35M in Q4 2021. 241 funds tracked by Wall St. Rank hold SUSB as of Q1 2022.

  • Colonial River Investments reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Colonial River Investments sold 52,793 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2022, an estimated $1.35M.
  • Colonial River Investments first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Colonial River Investments's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.35M in Q4 2021.
  • 241 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2022.

Based on Colonial River Investments's 13F filing for Q1 2022, filed 15 Apr 2022.