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Patriot Financial Group Insurance Agency’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-8,257
Closed -$208K – 535
2024
Q3 		$208K Buy
+8,257
New +$205K 0.03% 460
2024
Q1 		– Sell
-8,203
Closed -$201K – 510
2023
Q4 		$201K Buy
+8,203
New +$197K 0.04% 430
2023
Q2 		– Sell
-9,482
Closed -$228K – 488
2023
Q1 		$228K Sell
9,482
-1,430
-13% -$34.2K 0.05% 390
2022
Q4 		$259K Buy
+10,912
New +$258K 0.03% 344
2022
Q3 		– Sell
-8,281
Closed -$199K – 1779
2022
Q2 		$199K Sell
8,281
-1,664
-17% -$40.4K 0.04% 382
2022
Q1 		$245K Sell
9,945
-3,248
-25% -$81.5K 0.04% 377
2021
Q4 		$338K Sell
13,193
-6,973
-35% -$180K 0.06% 323
2021
Q3 		$524K Buy
20,166
+213
+1% +$5.54K 0.09% 225
2021
Q2 		$520K Buy
19,953
+9,967
+100% +$260K 0.1% 221
2021
Q1 		$259K Buy
9,986
+1,453
+17% +$37.9K 0.06% 330
2020
Q4 		$223K Buy
8,533
+2,385
+39% +$62.3K 0.06% 320
2020
Q3 		$160K Buy
6,148
+1,012
+20% +$26.4K 0.05% 307
2020
Q2 		$134K Buy
5,136
+432
+9% +$11.1K 0.05% 291
2020
Q1 		$117K Sell
4,704
-183
-4% -$4.62K 0.05% 297
2019
Q4 		$124K Buy
4,887
+2,538
+108% +$64.6K 0.05% 304
2019
Q3 		$60K Buy
2,349
+2,117
+913% +$53.7K 0.03% 416
2019
Q2 		$6K Buy
+232
New +$5.81K ﹤0.01% 911

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SUSB Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2024, closing a stake of 8,257 shares — an estimated $208K sold.

Patriot Financial Group Insurance Agency first reported a position in SUSB in Q2 2019 and held it in 17 quarters. The position peaked at $524K in Q3 2021. 313 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8,257 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2024, an estimated $208K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2019 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $524K in Q3 2021.
  • 313 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.