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

Lido 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 Q2	–	Sell	-23,192	Closed	-$558K	–	1304
2023 Q1	$558K	Hold	23,192	–	–	0.01%	631
2022 Q4	$551K	Buy	23,192 +4,192	+22%	+$98.9K	0.01%	559
2022 Q3	$446K	Buy	+19,000	New	+$457K	0.01%	582

Other funds holding SUSB

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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

Lido Advisors's SUSB Position: Q2 2023 in Review

Lido Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2023, closing a stake of 23,192 shares — an estimated $558K sold.

Lido Advisors first reported a position in SUSB in Q3 2022 and held it in 3 quarters. The position peaked at $558K in Q1 2023. 253 funds tracked by Wall St. Rank hold SUSB as of Q2 2023.

Lido Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Lido Advisors sold 23,192 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2023, an estimated $558K.
Lido Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
Lido Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $558K in Q1 2023.
253 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.