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

KerberRose 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
2022
Q2 		$219K Buy
+9,102
New +$221K 0.18% 110

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PO
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Carson Wealth (CWM LLC)
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Ameriprise
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LPL Financial
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Royal Bank of Canada
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return