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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$391K Buy
+14,923
New +$390K 0.1% 74

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Genovese Burford & Brothers Wealth & Retirement Plan Management's SUSB Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2020: 14,923 shares worth $391K. The stake represents 0.1% of the portfolio and ranks #74 among its holdings.

146 funds tracked by Wall St. Rank hold SUSB as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 14,923 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $391K as of Q4 2020.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Genovese Burford & Brothers Wealth & Retirement Plan Management position in Q4 2020.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.1% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #74 holding.
  • 146 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.