LWMG
SUSB icon

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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return