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GIA
Goodwin Investment Advisory’s
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
Stock Holding History
Goodwin Investment Advisory’s Portfolio
SUSB Stock Details
SUSB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-7
Closed
-$166
–
82
2023
Q3
$166
Sell
7
-33
-83%
-$788
﹤0.01%
81
2023
Q2
$956
Hold
40
–
–
﹤0.01%
83
2023
Q1
$962
Sell
40
-1,394
-97%
-$33.4K
﹤0.01%
79
2022
Q4
$34.1K
Buy
1,434
+1,428
+23,800%
+$33.7K
0.02%
103
2022
Q3
$0
Hold
6
–
–
﹤0.01%
244
2022
Q2
$145
Hold
6
–
–
﹤0.01%
164
2022
Q1
$0
Sell
6
-3,637
-100%
-$91.3K
﹤0.01%
229
2021
Q4
$90K
Sell
3,643
-4,423
-55%
-$114K
0.07%
54
2021
Q3
$209K
Buy
8,066
+6,063
+303%
+$158K
0.2%
34
2021
Q2
$52K
Buy
2,003
+1,265
+171%
+$32.9K
0.06%
69
2021
Q1
$19K
Buy
738
+390
+112%
+$10.2K
0.02%
110
2020
Q4
$9K
Buy
+348
New
+$9.08K
0.01%
67
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1-Year Est. Return
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1-Year Est. Return
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$377B AUM
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1-Year Est. Return
UBS Group
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1-Year Est. Return
Bank of New York Mellon
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$544B AUM
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1-Year Est. Return
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$71.6B AUM
21.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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