Heritage Wealth Management (Arizona)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$182K	Buy	7,640 +3,820	+100%	+$90.2K	0.03%	343
2022 Q3	$90K	Hold	3,820	–	–	0.03%	333
2022 Q2	$92K	Hold	3,820	–	–	0.03%	345
2022 Q1	$94K	Buy	+3,820	New	+$95.9K	0.03%	376
2021 Q3	$112K	Hold	4,297	–	–	0.04%	319
2021 Q2	$112K	Hold	4,297	–	–	0.04%	319
2021 Q1	$112K	Buy	+4,297	New	+$112K	0.06%	235

Other funds holding SUSB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SUSB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 100% in Q4 2022, buying an estimated $90.2K and bringing the position to 7,640 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #343.

Heritage Wealth Management (Arizona) first reported a position in SUSB in Q1 2021 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold SUSB as of Q4 2022.

Heritage Wealth Management (Arizona) held 7,640 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $182K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 3,820 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2022, an estimated $90.2K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #343 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
285 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.