FCM
SUSB icon

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

Firestone Capital 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
2023
Q2 		– Sell
-11,764
Closed -$283K – 136
2023
Q1 		$283K Buy
11,764
+12
+0.1% +$287 0.1% 89
2022
Q4 		$279K Buy
11,752
+513
+5% +$12.1K 0.1% 87
2022
Q3 		$264K Sell
11,239
-1,161
-9% -$27.9K 0.11% 90
2022
Q2 		$299K Sell
12,400
-6,313
-34% -$153K 0.12% 87
2022
Q1 		$461K Sell
18,713
-1,688
-8% -$42.4K 0.15% 71
2021
Q4 		$523K Buy
20,401
+7,704
+61% +$198K 0.17% 65
2021
Q3 		$331K Hold
12,697
– – 0.11% 82
2021
Q2 		$331K Buy
12,697
+2,778
+28% +$72.3K 0.12% 80
2021
Q1 		$258K Buy
9,919
+2,598
+35% +$67.7K 0.09% 88
2020
Q4 		$192K Sell
7,321
-2,445
-25% -$63.8K 0.07% 107
2020
Q3 		$255K Buy
9,766
+36
+0.4% +$940 0.11% 79
2020
Q2 		$253K Buy
9,730
+3,630
+60% +$93K 0.12% 75
2020
Q1 		$152K Buy
6,100
+314
+5% +$7.93K 0.08% 94
2019
Q4 		$147K Buy
+5,786
New +$147K 0.06% 119

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PI
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Firestone Capital Management's SUSB Position: Q2 2023 in Review

Firestone Capital Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2023, closing a stake of 11,764 shares — an estimated $283K sold.

Firestone Capital Management first reported a position in SUSB in Q4 2019 and held it in 14 quarters. The position peaked at $523K in Q4 2021. 253 funds tracked by Wall St. Rank hold SUSB as of Q2 2023.

  • Firestone Capital Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Firestone Capital Management sold 11,764 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2023, an estimated $283K.
  • Firestone Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
  • Firestone Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $523K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2023.

Based on Firestone Capital Management's 13F filing for Q2 2023, filed 26 Jul 2023.