Harvest Group Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Harvest Group Wealth Management’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 Q1	$300K	Sell	12,471 -10,280	-45%	-$246K	0.19%	46
2022 Q4	$541K	Buy	22,751 +53	+0.2%	+$1.25K	0.36%	41
2022 Q3	$529K	Sell	22,698 -501	-2%	-$12K	0.35%	43
2022 Q2	$566K	Sell	23,199 -32	-0.1%	-$776	0.35%	41
2022 Q1	$572K	Sell	23,231 -15,417	-40%	-$387K	0.33%	39
2021 Q4	$991K	Buy	38,648 +22,306	+136%	+$575K	0.56%	30
2021 Q3	$425K	Buy	+16,342	New	+$425K	0.25%	31

Other funds holding SUSB

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

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Harvest Group Wealth Management's SUSB Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 45% in Q1 2023, selling an estimated $246K and leaving 12,471 shares worth $300K. The position accounts for 0.19% of the portfolio, ranked #46.

Harvest Group Wealth Management first reported a position in SUSB in Q3 2021 and has held it in 7 quarters since. The position peaked at $991K in Q4 2021. 265 funds tracked by Wall St. Rank hold SUSB as of Q1 2023.

Harvest Group Wealth Management held 12,471 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $300K as of Q1 2023.
Harvest Group Wealth Management sold 10,280 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2023, an estimated $246K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.19% of Harvest Group Wealth Management's portfolio in Q1 2023, its #46 holding.
Harvest Group Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2021 and has held it in 7 quarters since.
Harvest Group Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $991K in Q4 2021.
265 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.