First Allied Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$604K Buy
21,768
+6,372
+41% +$178K 0.02% 627
2020
Q2
$425K Buy
+15,396
New +$413K 0.02% 703
2019
Q4
Sell
-1,325
Closed -$35K 1574
2019
Q3
$35K Buy
+1,325
New +$34.6K ﹤0.01% 1407

Other funds holding SUSC

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

First Allied Advisory Services increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 41% in Q3 2020, buying an estimated $178K and bringing the position to 21,768 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #627.

First Allied Advisory Services first reported a position in SUSC in Q3 2019 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold SUSC as of Q3 2020.

  • First Allied Advisory Services held 21,768 shares of iShares ESG Aware USD Corporate Bond ETF worth $604K as of Q3 2020.
  • First Allied Advisory Services bought 6,372 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2020, an estimated $178K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #627 holding.
  • First Allied Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2019 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2020.

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