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Jaffetilchin Investment Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Jaffetilchin Investment Partners’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
-129
Closed -$3.25K – 1190
2024
Q3 		$3.25K Buy
+129
New +$3.21K ﹤0.01% 1114

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Royal Bank of Canada
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AA
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Commonwealth Equity Services
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Envestnet Portfolio Solutions
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jaffetilchin Investment Partners's SUSB Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2024, closing a stake of 129 shares — an estimated $3.25K sold.

Jaffetilchin Investment Partners first reported a position in SUSB in Q3 2024 and held it in 1 quarter. The position peaked at $3.25K in Q3 2024. 312 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 129 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2024, an estimated $3.25K.
  • Jaffetilchin Investment Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.25K in Q3 2024.
  • 312 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.