PRIG
SUSB icon

Payden & Rygel Investment Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Payden & Rygel 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
Q2 		$2.17M Buy
88,579
+5,730
+7% +$140K 0.18% 74
2024
Q1 		$2.03M Buy
+82,849
New +$2.02M 0.1% 84
2023
Q3 		$1.97M Buy
+82,849
New +$1.98M 0.13% 86

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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 $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Payden & Rygel Investment Group's SUSB Position: Q2 2024 in Review

Payden & Rygel Investment Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 6.9% in Q2 2024, buying an estimated $140K and bringing the position to 88,579 shares worth $2.17M. The position accounts for 0.18% of the portfolio, ranked #74.

Payden & Rygel Investment Group first reported a position in SUSB in Q3 2023 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold SUSB as of Q2 2024.

  • Payden & Rygel Investment Group held 88,579 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.17M as of Q2 2024.
  • Payden & Rygel Investment Group bought 5,730 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2024, an estimated $140K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.18% of Payden & Rygel Investment Group's portfolio in Q2 2024, its #74 holding.
  • Payden & Rygel Investment Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2024.

Based on Payden & Rygel Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.