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

Next Financial 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
2021
Q4 		$58K Buy
2,114
+1,293
+157% +$35.5K ﹤0.01% 1410
2021
Q3 		$23K Sell
821
-142
-15% -$3.96K ﹤0.01% 1751
2021
Q2 		$27K Hold
963
– – ﹤0.01% 1643
2021
Q1 		$26K Hold
963
– – ﹤0.01% 1550
2020
Q4 		$27K Sell
963
-3,167
-77% -$88.6K ﹤0.01% 1424
2020
Q3 		$115K Buy
+4,130
New +$116K 0.01% 804

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Next Financial Group's SUSC Position: Q4 2021 in Review

Next Financial Group increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 157% in Q4 2021, buying an estimated $35.5K and bringing the position to 2,114 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Next Financial Group first reported a position in SUSC in Q3 2020 and has held it in 6 quarters since. The position peaked at $115K in Q3 2020. 132 funds tracked by Wall St. Rank hold SUSC as of Q4 2021.

  • Next Financial Group held 2,114 shares of iShares ESG Aware USD Corporate Bond ETF worth $58K as of Q4 2021.
  • Next Financial Group bought 1,293 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2021, an estimated $35.5K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1410 holding.
  • Next Financial Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $115K in Q3 2020.
  • 132 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.