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Money Concepts Capital’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Money Concepts Capital’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
2023
Q2 		– Sell
-10,847
Closed -$106K – 471
2023
Q1 		$106K Buy
10,847
+10,647
+5,324% +$255K 0.01% 444
2022
Q4 		$4.75K Buy
+200
New +$4.72K ﹤0.01% 2366
2022
Q2 		– Sell
-3,993
Closed -$98K – 2498
2022
Q1 		$98K Buy
+3,993
New +$100K 0.01% 1000

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Money Concepts Capital's SUSB Position: Q2 2023 in Review

Money Concepts Capital sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2023, closing a stake of 10,847 shares — an estimated $106K sold.

Money Concepts Capital first reported a position in SUSB in Q1 2022 and held it in 3 quarters. The position peaked at $106K in Q1 2023. 253 funds tracked by Wall St. Rank hold SUSB as of Q2 2023.

  • Money Concepts Capital reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Money Concepts Capital sold 10,847 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2023, an estimated $106K.
  • Money Concepts Capital first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $106K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.