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

Legacy Financial Advisors’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
Q2 		– Sell
-17,971
Closed -$440K – 356
2024
Q1 		$440K Sell
17,971
-164
-0.9% -$4.01K 0.08% 192
2023
Q4 		$444K Sell
18,135
-1,211
-6% -$29K 0.09% 178
2023
Q3 		$460K Buy
19,346
+1,462
+8% +$34.9K 0.09% 148
2023
Q2 		$428K Buy
17,884
+1,076
+6% +$25.8K 0.08% 159
2023
Q1 		$404K Buy
16,808
+203
+1% +$4.86K 0.08% 152
2022
Q4 		$395K Sell
16,605
-892
-5% -$21.1K 0.09% 138
2022
Q3 		$411K Sell
17,497
-133
-0.8% -$3.2K 0.1% 116
2022
Q2 		$425K Buy
+17,630
New +$428K 0.11% 107
2019
Q2 		– Sell
-2,307
Closed -$58K – 797
2019
Q1 		$58K Buy
2,307
+73
+3% +$1.8K 0.02% 255
2018
Q4 		$55K Buy
2,234
+86
+4% +$2.1K 0.02% 228
2018
Q3 		$52K Buy
2,148
+6
+0.3% +$147 0.02% 244
2018
Q2 		$53K Buy
2,142
+9
+0.4% +$221 0.02% 244
2018
Q1 		$52K Buy
2,133
+72
+3% +$1.78K 0.02% 240
2017
Q4 		$51K Buy
+2,061
New +$51.6K 0.02% 239

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 $978M AUM 12.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Acorns Advisers
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Financial Advisors's SUSB Position: Q2 2024 in Review

Legacy Financial Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2024, closing a stake of 17,971 shares — an estimated $440K sold.

Legacy Financial Advisors first reported a position in SUSB in Q4 2017 and held it in 14 quarters. The position peaked at $460K in Q3 2023. 256 funds tracked by Wall St. Rank hold SUSB as of Q2 2024.

  • Legacy Financial Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 17,971 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2024, an estimated $440K.
  • Legacy Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2017 and held it in 14 quarters.
  • Legacy Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $460K in Q3 2023.
  • 256 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2024.

Based on Legacy Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.