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Herold Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Herold Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-900
Closed -$22.6K – 612
2022
Q1 		$22.6K Buy
+900
New +$23.3K 0.01% 490
2021
Q4 		– Sell
-900
Closed -$24K – 587
2021
Q3 		$24K Buy
+900
New +$25.1K 0.01% 494

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Herold Advisors's SUSC Position: Q2 2022 in Review

Herold Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2022, closing a stake of 900 shares — an estimated $22.6K sold.

Herold Advisors first reported a position in SUSC in Q3 2021 and held it in 2 quarters. The position peaked at $24K in Q3 2021. 155 funds tracked by Wall St. Rank hold SUSC as of Q2 2022.

  • Herold Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 900 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2022, an estimated $22.6K.
  • Herold Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $24K in Q3 2021.
  • 155 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2022.

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