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Liberty Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Liberty Wealth Management’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-321
Closed -$9K – 990
2021
Q3 		$9K Buy
321
+15
+5% +$418 ﹤0.01% 850
2021
Q2 		$8K Buy
+306
New +$8.35K ﹤0.01% 714

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Liberty Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2021, closing a stake of 321 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in SUSC in Q2 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 132 funds tracked by Wall St. Rank hold SUSC as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 321 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2021, an estimated $9K.
  • Liberty Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $9K in Q3 2021.
  • 132 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2021.

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