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

Diversified’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
Q3 		$381K Buy
15,161
+129
+0.9% +$3.21K 0.04% 145
2024
Q2 		$368K Buy
+15,032
New +$366K 0.04% 145

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Diversified's SUSB Position: Q3 2024 in Review

Diversified increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.86% in Q3 2024, buying an estimated $3.21K and bringing the position to 15,161 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #145.

Diversified first reported a position in SUSB in Q2 2024 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold SUSB as of Q3 2024.

  • Diversified held 15,161 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $381K as of Q3 2024.
  • Diversified bought 129 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2024, an estimated $3.21K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Diversified's portfolio in Q3 2024, its #145 holding.
  • Diversified first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.