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

HSBC Holdings’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	–	Sell	-34,900	Closed	-$878K	–	3234
2024 Q3	$878K	Sell	34,900 -62,500	-64%	-$1.55M	﹤0.01%	1757
2024 Q2	$2.39M	Sell	97,400 -34,000	-26%	-$829K	﹤0.01%	1328
2024 Q1	$3.22M	Sell	131,400 -20,000	-13%	-$489K	﹤0.01%	1281
2023 Q4	$3.71M	Hold	151,400	–	–	﹤0.01%	1260
2023 Q3	$3.6M	Sell	151,400 -4,500	-3%	-$107K	﹤0.01%	1209
2023 Q2	$3.72M	Sell	155,900 -8,200	-5%	-$197K	﹤0.01%	1178
2023 Q1	$3.95M	Sell	164,100 -21,500	-12%	-$514K	﹤0.01%	1206
2022 Q4	$4.41M	Sell	185,600 -6,000	-3%	-$142K	0.01%	1309
2022 Q3	$4.5M	Hold	191,600	–	–	0.01%	1220
2022 Q2	$4.62M	Hold	191,600	–	–	0.01%	1230
2022 Q1	$4.72M	Sell	191,600 -10,000	-5%	-$251K	0.01%	1202
2021 Q4	$5.17M	Buy	+201,600	New	+$5.19M	﹤0.01%	1239

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

HSBC Holdings's SUSB Position: Q4 2024 in Review

HSBC Holdings sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2024, closing a stake of 34,900 shares — an estimated $878K sold.

HSBC Holdings first reported a position in SUSB in Q4 2021 and held it in 12 quarters. The position peaked at $5.17M in Q4 2021. 314 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

HSBC Holdings reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
HSBC Holdings sold 34,900 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2024, an estimated $878K.
HSBC Holdings first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
HSBC Holdings's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $5.17M in Q4 2021.
314 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on HSBC Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.