Financial Advocates Investment Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Financial Advocates Investment 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
2025 Q1	–	Sell	-16,303	Closed	-$403K	–	790
2024 Q4	$403K	Buy	16,303 +797	+5%	+$19.8K	0.02%	522
2024 Q3	$390K	Buy	15,506 +397	+3%	+$9.87K	0.02%	534
2024 Q2	$370K	Hold	15,109	–	–	0.02%	520
2024 Q1	$370K	Buy	15,109 +1	+0%	+$24	0.02%	527
2023 Q4	$370K	Buy	+15,108	New	+$362K	0.02%	495
2023 Q1	–	Sell	-70,100	Closed	-$3.13M	–	815
2022 Q4	$3.13M	Buy	+70,100	New	+$1.65M	0.23%	105
2022 Q1	–	Sell	-8,976	Closed	-$948K	–	811
2021 Q4	$948K	Buy	+8,976	New	+$231K	0.06%	328

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 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

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

Financial Advocates Investment Management's SUSB Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2025, closing a stake of 16,303 shares — an estimated $403K sold.

Financial Advocates Investment Management first reported a position in SUSB in Q4 2021 and held it in 7 quarters. The position peaked at $3.13M in Q4 2022. 299 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

Financial Advocates Investment Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 16,303 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $403K.
Financial Advocates Investment Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
Financial Advocates Investment Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.13M in Q4 2022.
299 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.