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

Leverty Financial Group’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
2022
Q1 		– Sell
-545
Closed -$13K – 112
2021
Q4 		$13K Buy
+545
New +$14K 0.01% 91

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Carson Wealth (CWM LLC)
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PO
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leverty Financial Group's SUSB Position: Q1 2022 in Review

Leverty Financial Group sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2022, closing a stake of 545 shares — an estimated $13K sold.

Leverty Financial Group first reported a position in SUSB in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 241 funds tracked by Wall St. Rank hold SUSB as of Q1 2022.

  • Leverty Financial Group reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Leverty Financial Group sold 545 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2022, an estimated $13K.
  • Leverty Financial Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Leverty Financial Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $13K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.