Laurel Wealth Planning’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Laurel Wealth Planning’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
2023 Q2	–	Sell	-153,970	Closed	-$3.71M	–	61
2023 Q1	$3.71M	Buy	153,970 +11,625	+8%	+$278K	2.45%	15
2022 Q4	$3.38M	Buy	142,345 +11,527	+9%	+$272K	2.18%	17
2022 Q3	$3.07M	Buy	130,818 +18,908	+17%	+$455K	2.26%	14
2022 Q2	$2.7M	Sell	111,910 -32,005	-22%	-$776K	1.9%	18
2022 Q1	$3.54M	Buy	143,915 +18,564	+15%	+$466K	2.39%	12
2021 Q4	$3.21M	Buy	125,351 +100,693	+408%	+$2.59M	2.44%	16
2021 Q3	$641K	Buy	+24,658	New	+$642K	0.52%	39

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laurel Wealth Planning's SUSB Position: Q2 2023 in Review

Laurel Wealth Planning sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2023, closing a stake of 153,970 shares — an estimated $3.71M sold.

Laurel Wealth Planning first reported a position in SUSB in Q3 2021 and held it in 7 quarters. The position peaked at $3.71M in Q1 2023. 253 funds tracked by Wall St. Rank hold SUSB as of Q2 2023.

Laurel Wealth Planning reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Laurel Wealth Planning sold 153,970 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2023, an estimated $3.71M.
Laurel Wealth Planning first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2021 and held it in 7 quarters.
Laurel Wealth Planning's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.71M in Q1 2023.
253 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2023.

Based on Laurel Wealth Planning's 13F filing for Q2 2023, filed 19 Jul 2023.