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

Herold 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
2022
Q2 		– Sell
-800
Closed -$19.7K – 613
2022
Q1 		$19.7K Buy
+800
New +$20.1K 0.01% 511
2021
Q4 		– Sell
-800
Closed -$20K – 588
2021
Q3 		$20K Buy
+800
New +$20.8K 0.01% 521

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Herold Advisors's SUSB Position: Q2 2022 in Review

Herold Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2022, closing a stake of 800 shares — an estimated $19.7K sold.

Herold Advisors first reported a position in SUSB in Q3 2021 and held it in 2 quarters. The position peaked at $20K in Q3 2021. 244 funds tracked by Wall St. Rank hold SUSB as of Q2 2022.

  • Herold Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 800 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2022, an estimated $19.7K.
  • Herold Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $20K in Q3 2021.
  • 244 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.