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Kelly Financial Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Kelly Financial Services’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
2021
Q3 		– Sell
-3,688
Closed -$96K – 666
2021
Q2 		$96K Buy
3,688
+3,480
+1,673% +$90.6K 0.05% 104
2021
Q1 		$5.4K Buy
+208
New +$5.42K ﹤0.01% 390

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kelly Financial Services's SUSB Position: Q3 2021 in Review

Kelly Financial Services sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2021, closing a stake of 3,688 shares — an estimated $96K sold.

Kelly Financial Services first reported a position in SUSB in Q1 2021 and held it in 2 quarters. The position peaked at $96K in Q2 2021. 217 funds tracked by Wall St. Rank hold SUSB as of Q3 2021.

  • Kelly Financial Services reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Kelly Financial Services sold 3,688 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2021, an estimated $96K.
  • Kelly Financial Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Kelly Financial Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $96K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2021.

Based on Kelly Financial Services's 13F filing for Q3 2021, filed 17 Jul 2024.