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Institutional & Family Asset Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Institutional & Family Asset 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 		$278K Buy
11,360
+25
+0.2% +$609 0.04% 134
2024
Q1 		$277K Sell
11,335
-1,617
-12% -$39.5K 0.04% 130
2023
Q4 		$317K Sell
12,952
-464
-3% -$11.1K 0.05% 127
2023
Q3 		$319K Buy
13,416
+289
+2% +$6.9K 0.05% 121
2023
Q2 		$314K Buy
13,127
+31
+0.2% +$745 0.05% 125
2023
Q1 		$315K Sell
13,096
-584
-4% -$14K 0.05% 124
2022
Q4 		$325K Sell
13,680
-91
-0.7% -$2.15K 0.05% 122
2022
Q3 		$323K Sell
13,771
-225
-2% -$5.41K 0.06% 121
2022
Q2 		$337K Sell
13,996
-1,676
-11% -$40.7K 0.06% 117
2022
Q1 		$386K Sell
15,672
-2,095
-12% -$52.6K 0.06% 122
2021
Q4 		$456K Buy
17,767
+496
+3% +$12.8K 0.07% 119
2021
Q3 		$449K Buy
17,271
+2,005
+13% +$52.2K 0.07% 126
2021
Q2 		$398K Sell
15,266
-15,677
-51% -$408K 0.07% 133
2021
Q1 		$804K Buy
30,943
+1,039
+3% +$27.1K 0.16% 101
2020
Q4 		$783K Buy
29,904
+5,201
+21% +$136K 0.16% 99
2020
Q3 		$645K Buy
24,703
+254
+1% +$6.63K 0.15% 101
2020
Q2 		$636K Buy
24,449
+307
+1% +$7.86K 0.13% 103
2020
Q1 		$602K Buy
24,142
+2,013
+9% +$50.8K 0.14% 98
2019
Q4 		$563K Buy
22,129
+119
+0.5% +$3.03K 0.12% 114
2019
Q3 		$560K Sell
22,010
-257
-1% -$6.52K 0.12% 110
2019
Q2 		$564K Buy
22,267
+171
+0.8% +$4.28K 0.12% 111
2019
Q1 		$553K Buy
22,096
+12,608
+133% +$312K 0.12% 111
2018
Q4 		$232K Buy
+9,488
New +$232K 0.05% 153

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Institutional & Family Asset Management's SUSB Position: Q2 2024 in Review

Institutional & Family Asset Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.22% in Q2 2024, buying an estimated $609 and bringing the position to 11,360 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #134.

Institutional & Family Asset Management first reported a position in SUSB in Q4 2018 and has held it in 23 quarters since. The position peaked at $804K in Q1 2021. 256 funds tracked by Wall St. Rank hold SUSB as of Q2 2024.

  • Institutional & Family Asset Management held 11,360 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $278K as of Q2 2024.
  • Institutional & Family Asset Management bought 25 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2024, an estimated $609.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Institutional & Family Asset Management's portfolio in Q2 2024, its #134 holding.
  • Institutional & Family Asset Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • Institutional & Family Asset Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $804K in Q1 2021.
  • 256 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.