JWM
SUSB icon

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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return