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Oliver Lagore Vanvalin Investment Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q4 		$13.5K Sell
546
-79
-13% -$1.96K ﹤0.01% 405
2024
Q3 		$15.7K Buy
+625
New +$15.5K ﹤0.01% 375
2023
Q1 		– Sell
-848
Closed -$20.2K – 737
2022
Q4 		$20.2K Buy
848
+656
+342% +$15.5K 0.01% 274
2022
Q3 		$5K Sell
192
-39
-17% -$938 ﹤0.01% 434
2022
Q2 		$6K Sell
231
-102
-31% -$2.47K ﹤0.01% 400
2022
Q1 		$8K Buy
+333
New +$8.36K 0.01% 362

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SUSB Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 13% in Q4 2024, selling an estimated $1.96K and leaving 546 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Oliver Lagore Vanvalin Investment Group first reported a position in SUSB in Q1 2022 and has held it in 6 quarters since. The position peaked at $20.2K in Q4 2022. 315 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 546 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $13.5K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group sold 79 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2024, an estimated $1.96K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #405 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and has held it in 6 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $20.2K in Q4 2022.
  • 315 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.