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Parkside Advisors’s
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
Stock Holding History
Parkside Advisors’s Portfolio
SUSB Stock Details
SUSB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$2.17M
Sell
86,192
-2,476
-3%
-$61.7K
0.48%
28
2025
Q1
$2.22M
Buy
88,668
+1,279
+1%
+$31.8K
0.53%
26
2024
Q4
$2.16M
Buy
87,389
+18,507
+27%
+$460K
0.51%
27
2024
Q3
$1.73M
Buy
68,882
+392
+0.6%
+$9.75K
0.41%
29
2024
Q2
$1.68M
Buy
68,490
+1,723
+3%
+$42K
0.43%
29
2024
Q1
$1.63M
Buy
66,767
+4,144
+7%
+$101K
0.42%
30
2023
Q4
$1.53M
Buy
62,623
+2,748
+5%
+$65.9K
0.42%
28
2023
Q3
$1.42M
Sell
59,875
-6,862
-10%
-$164K
0.44%
28
2023
Q2
$1.6M
Buy
66,737
+2,878
+5%
+$69.1K
0.49%
27
2023
Q1
$1.54M
Buy
63,859
+2,996
+5%
+$71.7K
0.51%
27
2022
Q4
$1.45M
Sell
60,863
-444
-0.7%
-$10.5K
0.51%
29
2022
Q3
$1.44M
Buy
61,307
+1,006
+2%
+$24.2K
0.55%
25
2022
Q2
$1.45M
Sell
60,301
-178
-0.3%
-$4.32K
0.52%
26
2022
Q1
$1.49M
Buy
60,479
+2,356
+4%
+$59.1K
0.47%
26
2021
Q4
$1.49M
Buy
58,123
+733
+1%
+$18.9K
0.45%
28
2021
Q3
$1.49M
Buy
57,390
+5,906
+11%
+$154K
0.47%
27
2021
Q2
$1.34M
Buy
51,484
+16,245
+46%
+$423K
0.43%
27
2021
Q1
$915K
Buy
35,239
+7,549
+27%
+$197K
0.32%
30
2020
Q4
$725K
Buy
27,690
+15,946
+136%
+$416K
0.27%
34
2020
Q3
$307K
Buy
11,744
+4,054
+53%
+$106K
0.14%
50
2020
Q2
$200K
Buy
+7,690
New
+$197K
0.09%
60
Other funds holding SUSB
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
AA
Acorns Advisers
Irvine, California
$13.5B AUM
15.15%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
MWM
Modera Wealth Management
Westwood, New Jersey
$8.34B AUM
19.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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