PIMG
SUSC icon

Patriot Investment Management Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Patriot Investment Management Group’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-913
Closed -$21.2K – 375
2022
Q4 		$21.2K Buy
+913
New +$20.2K ﹤0.01% 339

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Investment Management Group's SUSC Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2023, closing a stake of 913 shares — an estimated $21.2K sold.

Patriot Investment Management Group first reported a position in SUSC in Q4 2022 and held it in 1 quarter. The position peaked at $21.2K in Q4 2022. 196 funds tracked by Wall St. Rank hold SUSC as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 913 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2023, an estimated $21.2K.
  • Patriot Investment Management Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $21.2K in Q4 2022.
  • 196 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.