LaSalle Street Capital Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

LaSalle Street Capital 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
2019 Q3	$207K	Hold	8,147	–	–	0.24%	87
2019 Q2	$206K	Hold	8,147	–	–	0.24%	85
2019 Q1	$204K	Buy	+8,147	New	+$201K	0.24%	87
2018 Q4	–	Sell	-8,147	Closed	-$200K	–	103
2018 Q3	$200K	Buy	+8,147	New	+$200K	0.23%	98

Other funds holding SUSB

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LaSalle Street Capital Management's SUSB Position: Q3 2019 in Review

LaSalle Street Capital Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q3 2019 at 8,147 shares worth $207K. The position accounts for 0.24% of the portfolio, ranked #87.

LaSalle Street Capital Management first reported a position in SUSB in Q3 2018 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold SUSB as of Q3 2019.

LaSalle Street Capital Management held 8,147 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $207K as of Q3 2019.
LaSalle Street Capital Management left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q3 2019.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.24% of LaSalle Street Capital Management's portfolio in Q3 2019, its #87 holding.
LaSalle Street Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2018 and has held it in 4 quarters since.
76 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2019.

Based on LaSalle Street Capital Management's 13F filing for Q3 2019, filed 28 Oct 2019.