LF
SUSB icon

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

Lee Financial’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
2024
Q1 		– Sell
-705
Closed -$17.3K – 733
2023
Q4 		$17.3K Hold
705
– – ﹤0.01% 342
2023
Q3 		$16.8K Hold
705
– – ﹤0.01% 330
2023
Q2 		$16.9K Sell
705
-3,515
-83% -$84.4K ﹤0.01% 330
2023
Q1 		$102K Hold
4,220
– – 0.02% 167
2022
Q4 		$100K Hold
4,220
– – 0.02% 194
2022
Q3 		$99K Hold
4,220
– – 0.02% 189
2022
Q2 		$102K Buy
4,220
+840
+25% +$20.4K 0.02% 186
2022
Q1 		$83K Sell
3,380
-275
-8% -$6.9K 0.01% 200
2021
Q4 		$94K Buy
3,655
+140
+4% +$3.61K 0.02% 197
2021
Q3 		$91K Buy
3,515
+200
+6% +$5.21K 0.02% 187
2021
Q2 		$86K Buy
3,315
+230
+7% +$5.99K 0.02% 190
2021
Q1 		$80K Hold
3,085
– – 0.02% 191
2020
Q4 		$81K Buy
3,085
+1,080
+54% +$28.2K 0.02% 178
2020
Q3 		$52K Buy
2,005
+1,845
+1,153% +$48.2K 0.01% 225
2020
Q2 		$4K Buy
+160
New +$4.1K ﹤0.01% 455

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lee Financial's SUSB Position: Q1 2024 in Review

Lee Financial sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2024, closing a stake of 705 shares — an estimated $17.3K sold.

Lee Financial first reported a position in SUSB in Q2 2020 and held it in 15 quarters. The position peaked at $102K in Q2 2022. 259 funds tracked by Wall St. Rank hold SUSB as of Q1 2024.

  • Lee Financial reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 705 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2024, an estimated $17.3K.
  • Lee Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2020 and held it in 15 quarters.
  • Lee Financial's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $102K in Q2 2022.
  • 259 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.