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Industrial Alliance Investment Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Industrial Alliance Investment 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
2022
Q2 		– Sell
-26,200
Closed -$645K – 425
2022
Q1 		$645K Hold
26,200
– – 0.02% 296
2021
Q4 		$672K Buy
+26,200
New +$675K 0.02% 291

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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 $79.5B AUM 27.1% 1-Year Est. Return

Industrial Alliance Investment Management's SUSB Position: Q2 2022 in Review

Industrial Alliance Investment Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2022, closing a stake of 26,200 shares — an estimated $645K sold.

Industrial Alliance Investment Management first reported a position in SUSB in Q4 2021 and held it in 2 quarters. The position peaked at $672K in Q4 2021. 244 funds tracked by Wall St. Rank hold SUSB as of Q2 2022.

  • Industrial Alliance Investment Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 26,200 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2022, an estimated $645K.
  • Industrial Alliance Investment Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Industrial Alliance Investment Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $672K in Q4 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 Industrial Alliance Investment Management's 13F filing for Q2 2022, filed 10 Aug 2022.