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

McClarren Financial 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
2022
Q2 		– Sell
-1,944
Closed -$47K – 238
2022
Q1 		$47K Buy
1,944
+3
+0.2% +$75 0.03% 133
2021
Q4 		$50K Buy
1,941
+11
+0.6% +$283 0.03% 137
2021
Q3 		$50K Buy
1,930
+5
+0.3% +$130 0.04% 114
2021
Q2 		$50K Buy
+1,925
New +$50.1K 0.04% 115

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McClarren Financial Advisors's SUSB Position: Q2 2022 in Review

McClarren Financial Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2022, closing a stake of 1,944 shares — an estimated $47K sold.

McClarren Financial Advisors first reported a position in SUSB in Q2 2021 and held it in 4 quarters. The position peaked at $50K in Q4 2021. 244 funds tracked by Wall St. Rank hold SUSB as of Q2 2022.

  • McClarren Financial Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,944 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2022, an estimated $47K.
  • McClarren Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
  • McClarren Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $50K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2022.

Based on McClarren Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.