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Newbridge Financial Services Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Newbridge Financial Services Group’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
2022
Q1 		– Sell
-150
Closed -$4K – 1558
2021
Q4 		$4K Hold
150
– – ﹤0.01% 1129
2021
Q3 		$4K Hold
150
– – ﹤0.01% 1076
2021
Q2 		$4K Hold
150
– – ﹤0.01% 1181
2021
Q1 		$4K Buy
+150
New +$4.13K ﹤0.01% 1087

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Newbridge Financial Services Group's SUSC Position: Q1 2022 in Review

Newbridge Financial Services Group sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2022, closing a stake of 150 shares — an estimated $4K sold.

Newbridge Financial Services Group first reported a position in SUSC in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 154 funds tracked by Wall St. Rank hold SUSC as of Q1 2022.

  • Newbridge Financial Services Group reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 150 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2022, an estimated $4K.
  • Newbridge Financial Services Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
  • Newbridge Financial Services Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $4K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2022.

Based on Newbridge Financial Services Group's 13F filing for Q1 2022, filed 26 Apr 2022.