GI
SUSB icon

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

Gradient Investments’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
2024
Q1 		– Sell
-744
Closed -$18.2K – 1770
2023
Q4 		$18.2K Hold
744
– – ﹤0.01% 718
2023
Q3 		$17.7K Hold
744
– – ﹤0.01% 695
2023
Q2 		$17.8K Sell
744
-55,893
-99% -$1.34M ﹤0.01% 712
2023
Q1 		$1.36M Sell
56,637
-12,041
-18% -$288K 0.04% 168
2022
Q4 		$1.63M Sell
68,678
-23,166
-25% -$547K 0.05% 168
2022
Q3 		$2.16M Sell
91,844
-9,719
-10% -$234K 0.07% 164
2022
Q2 		$2.45M Sell
101,563
-25,604
-20% -$621K 0.07% 164
2022
Q1 		$3.13M Sell
127,167
-21,303
-14% -$535K 0.08% 150
2021
Q4 		$3.81M Sell
148,470
-580
-0.4% -$14.9K 0.1% 148
2021
Q3 		$3.87M Sell
149,050
-98,677
-40% -$2.57M 0.11% 148
2021
Q2 		$6.45M Buy
247,727
+25,100
+11% +$654K 0.19% 126
2021
Q1 		$5.78M Buy
222,627
+129,799
+140% +$3.38M 0.19% 126
2020
Q4 		$2.42M Hold
92,828
– – 0.1% 135
2020
Q3 		$2.42M Buy
92,828
+5,020
+6% +$131K 0.1% 135
2020
Q2 		$2.28M Buy
87,808
+33,012
+60% +$846K 0.1% 134
2020
Q1 		$1.37M Buy
54,796
+2,395
+5% +$60.5K 0.07% 147
2019
Q4 		$1.33M Buy
52,401
+9,221
+21% +$235K 0.06% 181
2019
Q3 		$1.1M Buy
43,180
+5,850
+16% +$148K 0.05% 186
2019
Q2 		$946K Buy
37,330
+4,837
+15% +$121K 0.05% 193
2019
Q1 		$813K Buy
32,493
+14,418
+80% +$356K 0.05% 150
2018
Q4 		$442K Buy
+18,075
New +$441K 0.03% 188

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments's SUSB Position: Q1 2024 in Review

Gradient Investments sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2024, closing a stake of 744 shares — an estimated $18.2K sold.

Gradient Investments first reported a position in SUSB in Q4 2018 and held it in 21 quarters. The position peaked at $6.45M in Q2 2021. 257 funds tracked by Wall St. Rank hold SUSB as of Q1 2024.

  • Gradient Investments reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 744 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2024, an estimated $18.2K.
  • Gradient Investments first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2018 and held it in 21 quarters.
  • Gradient Investments's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $6.45M in Q2 2021.
  • 257 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.