Global Financial Private Client’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Global Financial Private Client’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
2025 Q1	–	Sell	-109	Closed	-$2.69K	–	1700
2024 Q4	$2.69K	Buy	109 +7	+7%	+$174	﹤0.01%	699
2024 Q3	$2.57K	Buy	+102	New	+$2.54K	﹤0.01%	699
2022 Q1	–	Sell	-78	Closed	-$2K	–	675
2021 Q4	$2K	Hold	78	–	–	﹤0.01%	527
2021 Q3	$2.03K	Sell	78 -102	-57%	-$2.66K	﹤0.01%	472
2021 Q2	$4.68K	Buy	+180	New	+$4.69K	﹤0.01%	414

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Global Financial Private Client's SUSB Position: Q1 2025 in Review

Global Financial Private Client sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2025, closing a stake of 109 shares — an estimated $2.69K sold.

Global Financial Private Client first reported a position in SUSB in Q2 2021 and held it in 5 quarters. The position peaked at $4.68K in Q2 2021. 300 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

Global Financial Private Client reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Global Financial Private Client sold 109 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $2.69K.
Global Financial Private Client first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 5 quarters.
Global Financial Private Client's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $4.68K in Q2 2021.
300 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on Global Financial Private Client's 13F filing for Q1 2025, filed 8 Apr 2025.