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

Old Dominion 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 		$398K Buy
15,305
+4
+0% +$104 0.09% 135
2021
Q2 		$398K Buy
15,301
+1,987
+15% +$51.7K 0.09% 132
2021
Q1 		$346K Buy
+13,314
New +$347K 0.08% 138

Other funds holding SUSB

Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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 $445B AUM 25.58% 1-Year Est. Return

Old Dominion Capital Management's SUSB Position: Q3 2021 in Review

Old Dominion Capital Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.03% in Q3 2021, buying an estimated $104 and bringing the position to 15,305 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #135.

Old Dominion Capital Management first reported a position in SUSB in Q1 2021 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold SUSB as of Q3 2021.

  • Old Dominion Capital Management held 15,305 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $398K as of Q3 2021.
  • Old Dominion Capital Management bought 4 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2021, an estimated $104.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.09% of Old Dominion Capital Management's portfolio in Q3 2021, its #135 holding.
  • Old Dominion Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2021.

Based on Old Dominion Capital Management's 13F filing for Q3 2021, filed 8 Oct 2021.