New York Life Investment Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

New York Life Investment Management’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 Q3	–	Sell	-17,619	Closed	-$421K	–	1314
2023 Q2	$421K	Buy	17,619 +1,350	+8%	+$32.4K	﹤0.01%	917
2023 Q1	$391K	Buy	16,269 +657	+4%	+$15.7K	﹤0.01%	1150
2022 Q4	$371K	Buy	15,612 +854	+6%	+$20.2K	﹤0.01%	1071
2022 Q3	$347K	Buy	14,758 +351	+2%	+$8.44K	﹤0.01%	1038
2022 Q2	$347K	Buy	14,407 +369	+3%	+$8.95K	﹤0.01%	1094
2022 Q1	$346K	Buy	14,038 +479	+4%	+$12K	0.02%	48
2021 Q4	$348K	Sell	13,559 -2,803	-17%	-$72.2K	0.02%	45
2021 Q3	$425K	Buy	+16,362	New	+$426K	0.02%	42

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York Life Investment Management's SUSB Position: Q3 2023 in Review

New York Life Investment Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2023, closing a stake of 17,619 shares — an estimated $421K sold.

New York Life Investment Management first reported a position in SUSB in Q3 2021 and held it in 8 quarters. The position peaked at $425K in Q3 2021. 247 funds tracked by Wall St. Rank hold SUSB as of Q3 2023.

New York Life Investment Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
New York Life Investment Management sold 17,619 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2023, an estimated $421K.
New York Life Investment Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2021 and held it in 8 quarters.
New York Life Investment Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $425K in Q3 2021.
247 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2023.

Based on New York Life Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.