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

Eaton Vance Management’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
Q3 		$2.7M Sell
115,033
-2,293
-2% -$55.1K ﹤0.01% 957
2022
Q2 		$2.83M Sell
117,326
-4,975
-4% -$121K ﹤0.01% 972
2022
Q1 		$3.01M Sell
122,301
-2,169
-2% -$54.4K ﹤0.01% 1048
2021
Q4 		$3.19M Buy
124,470
+2,495
+2% +$64.3K ﹤0.01% 908
2021
Q3 		$3.17M Buy
121,975
+4,004
+3% +$104K ﹤0.01% 830
2021
Q2 		$3.07M Sell
117,971
-4,527
-4% -$118K ﹤0.01% 909
2021
Q1 		$3.18M Buy
122,498
+5,813
+5% +$152K ﹤0.01% 863
2020
Q4 		$3.06M Hold
116,685
– – ﹤0.01% 833
2020
Q3 		$3.05M Sell
116,685
-1,155
-1% -$30.1K 0.01% 738
2020
Q2 		$3.06M Buy
117,840
+4,814
+4% +$123K 0.01% 716
2020
Q1 		$2.82M Buy
113,026
+16,778
+17% +$424K 0.01% 680
2019
Q4 		$2.45M Buy
96,248
+52,735
+121% +$1.34M ﹤0.01% 790
2019
Q3 		$1.11M Buy
43,513
+12,900
+42% +$327K ﹤0.01% 928
2019
Q2 		$776K Sell
30,613
-210
-0.7% -$5.26K ﹤0.01% 1023
2019
Q1 		$771K Buy
+30,823
New +$762K ﹤0.01% 974

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Eaton Vance Management's SUSB Position: Q3 2022 in Review

Eaton Vance Management reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2% in Q3 2022, selling an estimated $55.1K and leaving 115,033 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Eaton Vance Management first reported a position in SUSB in Q1 2019 and has held it in 15 quarters since. The position peaked at $3.19M in Q4 2021. 251 funds tracked by Wall St. Rank hold SUSB as of Q3 2022.

  • Eaton Vance Management held 115,033 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.7M as of Q3 2022.
  • Eaton Vance Management sold 2,293 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2022, an estimated $55.1K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #957 holding.
  • Eaton Vance Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and has held it in 15 quarters since.
  • Eaton Vance Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.19M in Q4 2021.
  • 251 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.