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

Orgel Wealth 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
2024
Q1 		– Sell
-10,718
Closed -$262K – 85
2023
Q4 		$262K Hold
10,718
– – 0.01% 76
2023
Q3 		$255K Sell
10,718
-2,515
-19% -$60K 0.01% 71
2023
Q2 		$316K Buy
13,233
+457
+4% +$11K 0.01% 63
2023
Q1 		$307K Buy
12,776
+1,300
+11% +$31.1K 0.01% 60
2022
Q4 		$273K Sell
11,476
-244
-2% -$5.76K 0.01% 64
2022
Q3 		$275K Sell
11,720
-777
-6% -$18.7K 0.01% 58
2022
Q2 		$301K Buy
12,497
+2,553
+26% +$61.9K 0.02% 52
2022
Q1 		$245K Buy
9,944
+10
+0.1% +$251 0.02% 56
2021
Q4 		$255K Buy
9,934
+50
+0.5% +$1.29K 0.02% 53
2021
Q3 		$257K Buy
9,884
+60
+0.6% +$1.56K 0.03% 48
2021
Q2 		$256K Buy
9,824
+184
+2% +$4.79K 0.03% 48
2021
Q1 		$250K Buy
9,640
+812
+9% +$21.2K 0.04% 49
2020
Q4 		$231K Buy
8,828
+115
+1% +$3K 0.05% 47
2020
Q3 		$227K Buy
8,713
+412
+5% +$10.8K 0.06% 50
2020
Q2 		$216K Buy
+8,301
New +$213K 0.08% 46

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Orgel Wealth Management's SUSB Position: Q1 2024 in Review

Orgel Wealth Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2024, closing a stake of 10,718 shares — an estimated $262K sold.

Orgel Wealth Management first reported a position in SUSB in Q2 2020 and held it in 15 quarters. The position peaked at $316K in Q2 2023. 259 funds tracked by Wall St. Rank hold SUSB as of Q1 2024.

  • Orgel Wealth Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Orgel Wealth Management sold 10,718 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2024, an estimated $262K.
  • Orgel Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2020 and held it in 15 quarters.
  • Orgel Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $316K in Q2 2023.
  • 259 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2024.

Based on Orgel Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.