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Halbert Hargrove Global Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Halbert Hargrove Global Advisors’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
-66,945
Closed -$1.65M – 693
2024
Q4 		$1.65M Sell
66,945
-1,501
-2% -$37.3K 0.09% 34
2024
Q3 		$1.72M Sell
68,446
-18,833
-22% -$468K 0.09% 34
2024
Q2 		$2.14M Sell
87,279
-4,204
-5% -$102K 0.12% 31
2024
Q1 		$2.24M Buy
91,483
+4,342
+5% +$106K 0.15% 31
2023
Q4 		$2.13M Sell
87,141
-1,696
-2% -$40.6K 0.15% 34
2023
Q3 		$2.11M Sell
88,837
-13,668
-13% -$326K 0.16% 32
2023
Q2 		$2.45M Buy
102,505
+4,885
+5% +$117K 0.18% 32
2023
Q1 		$2.35M Buy
97,620
+933
+1% +$22.3K 0.16% 34
2022
Q4 		$2.3M Buy
96,687
+19,287
+25% +$455K 0.16% 33
2022
Q3 		$1.82M Sell
77,400
-14,981
-16% -$360K 0.14% 35
2022
Q2 		$2.23M Buy
92,381
+48,891
+112% +$1.19M 0.16% 32
2022
Q1 		$1.07M Buy
43,490
+7,453
+21% +$187K 0.07% 52
2021
Q4 		$924K Buy
36,037
+299
+0.8% +$7.7K 0.06% 59
2021
Q3 		$928K Buy
35,738
+1,944
+6% +$50.6K 0.06% 45
2021
Q2 		$880K Buy
+33,794
New +$880K 0.06% 52

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Halbert Hargrove Global Advisors's SUSB Position: Q1 2025 in Review

Halbert Hargrove Global Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2025, closing a stake of 66,945 shares — an estimated $1.65M sold.

Halbert Hargrove Global Advisors first reported a position in SUSB in Q2 2021 and held it in 15 quarters. The position peaked at $2.45M in Q2 2023. 300 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

  • Halbert Hargrove Global Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 66,945 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $1.65M.
  • Halbert Hargrove Global Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 15 quarters.
  • Halbert Hargrove Global Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.45M in Q2 2023.
  • 300 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.