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Jaffetilchin Investment Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Jaffetilchin Investment Partners’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-17,214
Closed -$443K – 234
2020
Q1 		$443K Buy
17,214
+529
+3% +$14K 0.16% 90
2019
Q4 		$441K Buy
16,685
+596
+4% +$15.7K 0.1% 134
2019
Q3 		$423K Sell
16,089
-456
-3% -$11.9K 0.1% 131
2019
Q2 		$428K Buy
16,545
+387
+2% +$9.72K 0.1% 145
2019
Q1 		$404K Buy
+16,158
New +$394K 0.09% 179

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jaffetilchin Investment Partners's SUSC Position: Q2 2020 in Review

Jaffetilchin Investment Partners sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2020, closing a stake of 17,214 shares — an estimated $443K sold.

Jaffetilchin Investment Partners first reported a position in SUSC in Q1 2019 and held it in 5 quarters. The position peaked at $443K in Q1 2020. 81 funds tracked by Wall St. Rank hold SUSC as of Q2 2020.

  • Jaffetilchin Investment Partners reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 17,214 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2020, an estimated $443K.
  • Jaffetilchin Investment Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $443K in Q1 2020.
  • 81 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2020, filed 31 Jul 2020.