Compton Wealth Advisory Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Compton Wealth Advisory Group’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 Q2	–	Sell	-9,125	Closed	-$225K	–	115
2022 Q1	$225K	Hold	9,125	–	–	0.09%	110
2021 Q4	$234K	Hold	9,125	–	–	0.1%	72
2021 Q3	$237K	Hold	9,125	–	–	0.11%	71
2021 Q2	$238K	Hold	9,125	–	–	0.11%	71
2021 Q1	$237K	Buy	+9,125	New	+$238K	0.14%	73

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Compton Wealth Advisory Group's SUSB Position: Q2 2022 in Review

Compton Wealth Advisory Group sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2022, closing a stake of 9,125 shares — an estimated $225K sold.

Compton Wealth Advisory Group first reported a position in SUSB in Q1 2021 and held it in 5 quarters. The position peaked at $238K in Q2 2021. 244 funds tracked by Wall St. Rank hold SUSB as of Q2 2022.

Compton Wealth Advisory Group reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Compton Wealth Advisory Group sold 9,125 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2022, an estimated $225K.
Compton Wealth Advisory Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Compton Wealth Advisory Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $238K in Q2 2021.
244 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2022.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2022, filed 29 Jul 2022.