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

Liberty Wealth Management’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
2021
Q4 		– Sell
-210
Closed -$5K – 991
2021
Q3 		$5K Buy
210
+18
+9% +$469 ﹤0.01% 955
2021
Q2 		$5K Buy
+192
New +$5K ﹤0.01% 803

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Carson Wealth (CWM LLC)
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BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Liberty Wealth Management's SUSB Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2021, closing a stake of 210 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in SUSB in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 248 funds tracked by Wall St. Rank hold SUSB as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 210 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $5K in Q3 2021.
  • 248 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.