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

Northwest Capital 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
2021
Q3 		– Sell
-12,180
Closed -$318K – 97
2021
Q2 		$318K Buy
+12,180
New +$317K 0.18% 60

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Wells Fargo
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PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwest Capital Management's SUSB Position: Q3 2021 in Review

Northwest Capital Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2021, closing a stake of 12,180 shares — an estimated $318K sold.

Northwest Capital Management first reported a position in SUSB in Q2 2021 and held it in 1 quarter. The position peaked at $318K in Q2 2021. 217 funds tracked by Wall St. Rank hold SUSB as of Q3 2021.

  • Northwest Capital Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Northwest Capital Management sold 12,180 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2021, an estimated $318K.
  • Northwest Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Northwest Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $318K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2021.

Based on Northwest Capital Management's 13F filing for Q3 2021, filed 25 Oct 2021.