MFG
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Mainsail Financial Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Mainsail Financial Group’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
Q4 		– Sell
-10,148
Closed -$253K – 51
2024
Q3 		$253K Buy
10,148
+453
+5% +$11.3K 0.15% 50
2024
Q2 		$237K Buy
+9,695
New +$236K 0.14% 53

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Mainsail Financial Group's SUSB Position: Q4 2024 in Review

Mainsail Financial Group sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2024, closing a stake of 10,148 shares — an estimated $253K sold.

Mainsail Financial Group first reported a position in SUSB in Q2 2024 and held it in 2 quarters. The position peaked at $253K in Q3 2024. 314 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

  • Mainsail Financial Group reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mainsail Financial Group sold 10,148 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2024, an estimated $253K.
  • Mainsail Financial Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Mainsail Financial Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $253K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on Mainsail Financial Group's 13F filing for Q4 2024, filed 28 Jan 2025.