First Allied Advisory Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

First Allied Advisory Services’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
2020 Q3	$201K	Buy	+7,702	New	+$201K	0.01%	1076
2019 Q4	–	Sell	-403	Closed	-$11K	–	1575
2019 Q3	$11K	Buy	+403	New	+$10.2K	﹤0.01%	1528

Other funds holding SUSB

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

First Allied Advisory Services's SUSB Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2020: 7,702 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #1076 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in SUSB as recently as Q3 2019.

First Allied Advisory Services first reported a position in SUSB in Q3 2019 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold SUSB as of Q3 2020.

First Allied Advisory Services held 7,702 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $201K as of Q3 2020.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new First Allied Advisory Services position in Q3 2020.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1076 holding.
First Allied Advisory Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2019 and has held it in 2 quarters since.
124 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.