Diversified Portfolios Inc’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Diversified Portfolios Inc’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	–	Sell	-12,895	Closed	-$316K	–	129
2023 Q4	$316K	Hold	12,895	–	–	0.05%	112
2023 Q3	$307K	Hold	12,895	–	–	0.06%	105
2023 Q2	$308K	Hold	12,895	–	–	0.06%	105
2023 Q1	$310K	Hold	12,895	–	–	0.07%	112
2022 Q4	$307K	Hold	12,895	–	–	0.07%	112
2022 Q3	$303K	Buy	+12,895	New	+$310K	0.08%	110

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

Diversified Portfolios Inc's SUSB Position: Q1 2024 in Review

Diversified Portfolios Inc sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2024, closing a stake of 12,895 shares — an estimated $316K sold.

Diversified Portfolios Inc first reported a position in SUSB in Q3 2022 and held it in 6 quarters. The position peaked at $316K in Q4 2023. 259 funds tracked by Wall St. Rank hold SUSB as of Q1 2024.

Diversified Portfolios Inc reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Diversified Portfolios Inc sold 12,895 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2024, an estimated $316K.
Diversified Portfolios Inc first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
Diversified Portfolios Inc's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $316K in Q4 2023.
259 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2024.

Based on Diversified Portfolios Inc's 13F filing for Q1 2024, filed 7 May 2024.