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

Long Run Wealth 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
2024
Q3 		– Sell
-98,369
Closed -$2.41M – 110
2024
Q2 		$2.41M Sell
98,369
-520
-0.5% -$12.7K 0.61% 41
2024
Q1 		$2.42M Sell
98,889
-2,430
-2% -$59.4K 0.64% 39
2023
Q4 		$2.48M Sell
101,319
-397
-0.4% -$9.52K 0.72% 40
2023
Q3 		$2.42M Buy
101,716
+3,626
+4% +$86.5K 0.78% 37
2023
Q2 		$2.35M Sell
98,090
-2,318
-2% -$55.7K 0.75% 38
2023
Q1 		$2.42M Buy
100,408
+53,421
+114% +$1.28M 0.82% 28
2022
Q4 		$1.12M Buy
46,987
+13,503
+40% +$319K 0.4% 60
2022
Q3 		$787K Buy
33,484
+751
+2% +$18.1K 0.31% 66
2022
Q2 		$789K Sell
32,733
-2,533
-7% -$61.4K 0.31% 63
2022
Q1 		$863K Buy
35,266
+4,780
+16% +$120K 0.3% 63
2021
Q4 		$784K Buy
+30,486
New +$785K 0.27% 67

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Long Run Wealth Advisors's SUSB Position: Q3 2024 in Review

Long Run Wealth Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2024, closing a stake of 98,369 shares — an estimated $2.41M sold.

Long Run Wealth Advisors first reported a position in SUSB in Q4 2021 and held it in 11 quarters. The position peaked at $2.48M in Q4 2023. 288 funds tracked by Wall St. Rank hold SUSB as of Q3 2024.

  • Long Run Wealth Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Long Run Wealth Advisors sold 98,369 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2024, an estimated $2.41M.
  • Long Run Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
  • Long Run Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.48M in Q4 2023.
  • 288 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2024.

Based on Long Run Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.