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

LGT 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
2023
Q1 		– Sell
-1,930
Closed -$45.9K – 185
2022
Q4 		$45.9K Buy
+1,930
New +$45.6K 0.05% 133

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LGT Financial Advisors's SUSB Position: Q1 2023 in Review

LGT Financial Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2023, closing a stake of 1,930 shares — an estimated $45.9K sold.

LGT Financial Advisors first reported a position in SUSB in Q4 2022 and held it in 1 quarter. The position peaked at $45.9K in Q4 2022. 265 funds tracked by Wall St. Rank hold SUSB as of Q1 2023.

  • LGT Financial Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 1,930 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2023, an estimated $45.9K.
  • LGT Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • LGT Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $45.9K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2023.

Based on LGT Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.