ICA Group Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-72	Closed	-$1.76K	–	1264
2024 Q1	$1.76K	Hold	72	–	–	﹤0.01%	1194
2023 Q4	$1.76K	Buy	+72	New	+$1.73K	﹤0.01%	1194
2023 Q3	–	Sell	-139	Closed	-$3.32K	–	1101
2023 Q2	$3.32K	Buy	+139	New	+$3.34K	﹤0.01%	1054
2023 Q1	–	Sell	-143	Closed	-$3.4K	–	1363
2022 Q4	$3.4K	Buy	+143	New	+$3.38K	﹤0.01%	1037

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ICA Group Wealth Management's SUSB Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2024, closing a stake of 72 shares — an estimated $1.76K sold.

ICA Group Wealth Management first reported a position in SUSB in Q4 2022 and held it in 4 quarters. The position peaked at $3.4K in Q4 2022. 254 funds tracked by Wall St. Rank hold SUSB as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 72 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2024, an estimated $1.76K.
ICA Group Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.4K in Q4 2022.
254 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.