Levy Wealth Management Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Levy Wealth Management 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
2024 Q2	$1.49M	Buy	60,661 +50	+0.1%	+$1.22K	0.38%	33
2024 Q1	$1.48M	Hold	60,611	–	–	0.42%	31
2023 Q4	$1.48M	Sell	60,611 -231	-0.4%	-$5.54K	0.42%	31
2023 Q3	$1.45M	Buy	60,842 +3,085	+5%	+$73.6K	0.45%	31
2023 Q2	$1.38M	Buy	57,757 +10,299	+22%	+$247K	0.41%	35
2023 Q1	$1.14M	Buy	47,458 +17,053	+56%	+$408K	0.35%	35
2022 Q4	$723K	Buy	30,405 +901	+3%	+$21.3K	0.24%	42
2022 Q3	$693K	Buy	+29,504	New	+$710K	0.3%	37

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Levy Wealth Management Group's SUSB Position: Q2 2024 in Review

Levy Wealth Management Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.08% in Q2 2024, buying an estimated $1.22K and bringing the position to 60,661 shares worth $1.49M. The position accounts for 0.38% of the portfolio, ranked #33.

Levy Wealth Management Group first reported a position in SUSB in Q3 2022 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold SUSB as of Q2 2024.

Levy Wealth Management Group held 60,661 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.49M as of Q2 2024.
Levy Wealth Management Group bought 50 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2024, an estimated $1.22K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.38% of Levy Wealth Management Group's portfolio in Q2 2024, its #33 holding.
Levy Wealth Management Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.