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

Mattern 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
Q2 		– Sell
-103,234
Closed -$2.78M – 175
2021
Q1 		$2.78M Buy
103,234
+90,028
+682% +$2.48M 0.98% 27
2020
Q4 		$374K Buy
13,206
+3,518
+36% +$98.4K 0.14% 118
2020
Q3 		$269K Buy
9,688
+1,444
+18% +$40.4K 0.12% 127
2020
Q2 		$228K Buy
+8,244
New +$221K 0.11% 126

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return