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

Fortis Capital Advisors’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
-1,652
Closed -$39.7K – 558
2023
Q1 		$39.7K Sell
1,652
-1,048
-39% -$25.1K 0.02% 311
2022
Q4 		$64.2K Buy
+2,700
New +$63.7K 0.04% 272

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 22.9% 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

Fortis Capital Advisors's SUSB Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2023, closing a stake of 1,652 shares — an estimated $39.7K sold.

Fortis Capital Advisors first reported a position in SUSB in Q4 2022 and held it in 2 quarters. The position peaked at $64.2K in Q4 2022. 253 funds tracked by Wall St. Rank hold SUSB as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 1,652 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2023, an estimated $39.7K.
  • Fortis Capital Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $64.2K in Q4 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 Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.