HBC Financial Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

HBC Financial Services’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 Q4	$58K	Hold	2,379	–	–	0.04%	71
2024 Q3	$59K	Hold	2,379	–	–	0.04%	73
2024 Q2	$58K	Hold	2,379	–	–	0.04%	69
2024 Q1	$57K	Hold	2,379	–	–	0.04%	62
2023 Q4	$58K	Hold	2,379	–	–	0.04%	60
2023 Q3	$56K	Hold	2,379	–	–	0.04%	55
2023 Q2	$57K	Hold	2,379	–	–	0.04%	61
2023 Q1	$57K	Hold	2,379	–	–	0.04%	62
2022 Q4	$56K	Hold	2,379	–	–	0.04%	60
2022 Q3	$55K	Hold	2,379	–	–	0.05%	53
2022 Q2	$57K	Buy	+2,379	New	+$57.7K	0.04%	48

Other funds holding SUSB

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

HBC Financial Services's SUSB Position: Q4 2024 in Review

HBC Financial Services held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q4 2024 at 2,379 shares worth $58K. The position accounts for 0.04% of the portfolio, ranked #71.

HBC Financial Services first reported a position in SUSB in Q2 2022 and has held it in 11 quarters since. The position peaked at $59K in Q3 2024. 314 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

HBC Financial Services held 2,379 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $58K as of Q4 2024.
HBC Financial Services left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q4 2024.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of HBC Financial Services's portfolio in Q4 2024, its #71 holding.
HBC Financial Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2022 and has held it in 11 quarters since.
HBC Financial Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $59K in Q3 2024.
314 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.