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Lokken Investment Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Lokken Investment Group’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
2022
Q1 		– Sell
-13,015
Closed -$355K – 142
2021
Q4 		$355K Buy
13,015
+373
+3% +$10.2K 0.25% 88
2021
Q3 		$348K Buy
+12,642
New +$352K 0.28% 83

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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

Lokken Investment Group's SUSC Position: Q1 2022 in Review

Lokken Investment Group sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2022, closing a stake of 13,015 shares — an estimated $355K sold.

Lokken Investment Group first reported a position in SUSC in Q3 2021 and held it in 2 quarters. The position peaked at $355K in Q4 2021. 154 funds tracked by Wall St. Rank hold SUSC as of Q1 2022.

  • Lokken Investment Group reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Lokken Investment Group sold 13,015 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2022, an estimated $355K.
  • Lokken Investment Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Lokken Investment Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $355K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2022.

Based on Lokken Investment Group's 13F filing for Q1 2022, filed 11 May 2022.