Legacy Financial Group (Iowa)
SUSC icon

Legacy Financial Group (Iowa)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,915
Closed -$41.7K – 455
2023
Q3 		$41.7K Buy
+1,915
New +$42.7K 0.01% 195

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Legacy Financial Group (Iowa)'s SUSC Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2023, closing a stake of 1,915 shares — an estimated $41.7K sold.

Legacy Financial Group (Iowa) first reported a position in SUSC in Q3 2023 and held it in 1 quarter. The position peaked at $41.7K in Q3 2023. 240 funds tracked by Wall St. Rank hold SUSC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,915 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2023, an estimated $41.7K.
  • Legacy Financial Group (Iowa) first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares ESG Aware USD Corporate Bond ETF position peaked at $41.7K in Q3 2023.
  • 240 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.