Dixon Hubard Feinour & Brown’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Dixon Hubard Feinour & Brown’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	$444K	Buy	18,441 +269	+1%	+$6.53K	0.05%	203
2022 Q1	$448K	Buy	18,172 +2,519	+16%	+$63.2K	0.04%	227
2021 Q4	$401K	Buy	+15,653	New	+$403K	0.04%	232

Other funds holding SUSB

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Dixon Hubard Feinour & Brown's SUSB Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.5% in Q2 2022, buying an estimated $6.53K and bringing the position to 18,441 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #203.

Dixon Hubard Feinour & Brown first reported a position in SUSB in Q4 2021 and has held it in 3 quarters since. The position peaked at $448K in Q1 2022. 244 funds tracked by Wall St. Rank hold SUSB as of Q2 2022.

Dixon Hubard Feinour & Brown held 18,441 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $444K as of Q2 2022.
Dixon Hubard Feinour & Brown bought 269 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2022, an estimated $6.53K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.05% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #203 holding.
Dixon Hubard Feinour & Brown first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 3 quarters since.
Dixon Hubard Feinour & Brown's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $448K in Q1 2022.
244 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.