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Payden & Rygel Investment Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Payden & Rygel Investment 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
2024
Q2 		$808K Buy
35,557
+4,860
+16% +$110K 0.07% 89
2024
Q1 		$706K Buy
+30,697
New +$704K 0.03% 100
2023
Q3 		$668K Buy
+30,697
New +$685K 0.05% 108

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Payden & Rygel Investment Group increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 16% in Q2 2024, buying an estimated $110K and bringing the position to 35,557 shares worth $808K. The position accounts for 0.07% of the portfolio, ranked #89.

Payden & Rygel Investment Group first reported a position in SUSC in Q3 2023 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold SUSC as of Q2 2024.

  • Payden & Rygel Investment Group held 35,557 shares of iShares ESG Aware USD Corporate Bond ETF worth $808K as of Q2 2024.
  • Payden & Rygel Investment Group bought 4,860 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2024, an estimated $110K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.07% of Payden & Rygel Investment Group's portfolio in Q2 2024, its #89 holding.
  • Payden & Rygel Investment Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2024.

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