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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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BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KerberRose Wealth Management's SUSB Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2022: 9,102 shares worth $219K. The stake represents 0.18% of the portfolio and ranks #110 among its holdings.

244 funds tracked by Wall St. Rank hold SUSB as of Q2 2022.

  • KerberRose Wealth Management held 9,102 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $219K as of Q2 2022.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.18% of KerberRose Wealth Management's portfolio in Q2 2022, its #110 holding.
  • 244 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.