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Pecaut & Co’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Pecaut & Co’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
2023
Q2 		– Sell
-33,107
Closed -$797K – 119
2023
Q1 		$797K Hold
33,107
– – 0.36% 46
2022
Q4 		$787K Buy
33,107
+98
+0.3% +$2.31K 0.37% 45
2022
Q3 		$775K Sell
33,009
-243
-0.7% -$5.84K 0.41% 44
2022
Q2 		$801K Buy
33,252
+12,182
+58% +$296K 0.45% 41
2022
Q1 		$519K Buy
21,070
+4,484
+27% +$113K 0.25% 54
2021
Q4 		$425K Buy
+16,586
New +$427K 0.22% 50

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return