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SUSB icon

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

GenTrust’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
-14,434
Closed -$347K – 145
2023
Q1 		$347K Sell
14,434
-1,316
-8% -$31.5K 0.03% 117
2022
Q4 		$374K Buy
+15,750
New +$372K 0.03% 104
2022
Q2 		– Sell
-13,153
Closed -$324K – 160
2022
Q1 		$324K Buy
13,153
+9
+0.1% +$226 0.02% 117
2021
Q4 		$333K Buy
13,144
+454
+4% +$11.7K 0.03% 115
2021
Q3 		$330K Sell
12,690
-755
-6% -$19.7K 0.03% 110
2021
Q2 		$350K Buy
13,445
+2,295
+21% +$59.8K 0.03% 108
2021
Q1 		$289K Buy
+11,150
New +$291K 0.03% 102

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return