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

Janiczek 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	$56K	Hold	2,288	–	–	0.01%	385
2024 Q1	$56K	Buy	2,288 +151	+7%	+$3.69K	0.01%	392
2023 Q4	$52.3K	Hold	2,137	–	–	0.01%	382
2023 Q3	$50.8K	Buy	2,137 +130	+6%	+$3.1K	0.01%	362
2023 Q2	$48K	Buy	2,007 +78	+4%	+$1.87K	0.01%	326
2023 Q1	$46.5K	Sell	1,929 -16	-0.8%	-$383	0.01%	324
2022 Q4	$46.8K	Buy	1,945 +420	+28%	+$9.91K	0.01%	329
2022 Q3	$36K	Buy	1,525 +390	+34%	+$9.38K	0.01%	358
2022 Q2	$28K	Buy	1,135 +80	+8%	+$1.94K	0.01%	416
2022 Q1	$26K	Buy	+1,055	New	+$26.5K	0.01%	411

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janiczek Wealth Management's SUSB Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2024 at 2,288 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #385.

Janiczek Wealth Management first reported a position in SUSB in Q1 2022 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold SUSB as of Q2 2024.

Janiczek Wealth Management held 2,288 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $56K as of Q2 2024.
Janiczek Wealth Management left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2024.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #385 holding.
Janiczek Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and has held it in 10 quarters since.
256 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.