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

ETF Portfolio Partners’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
2023 Q2	–	Sell	-12,717	Closed	-$306K	–	54
2023 Q1	$306K	Buy	12,717 +28	+0.2%	+$670	0.12%	40
2022 Q4	$302K	Buy	12,689 +21	+0.2%	+$496	0.13%	41
2022 Q3	$298K	Sell	12,668 -228	-2%	-$5.48K	0.13%	41
2022 Q2	$311K	Buy	12,896 +10	+0.1%	+$243	0.13%	40
2022 Q1	$317K	Buy	+12,886	New	+$323K	0.12%	38
2021 Q3	–	Sell	-7,774	Closed	-$202K	–	55
2021 Q2	$202K	Buy	+7,774	New	+$202K	0.08%	54

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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

ETF Portfolio Partners's SUSB Position: Q2 2023 in Review

ETF Portfolio Partners sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2023, closing a stake of 12,717 shares — an estimated $306K sold.

ETF Portfolio Partners first reported a position in SUSB in Q2 2021 and held it in 6 quarters. The position peaked at $317K in Q1 2022. 253 funds tracked by Wall St. Rank hold SUSB as of Q2 2023.

ETF Portfolio Partners reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
ETF Portfolio Partners sold 12,717 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2023, an estimated $306K.
ETF Portfolio Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
ETF Portfolio Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $317K in Q1 2022.
253 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2023.

Based on ETF Portfolio Partners's 13F filing for Q2 2023, filed 11 Jul 2023.