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Petix & Botte Financial’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Petix & Botte Financial’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 		– Sell
-66,536
Closed -$1.53M – 157
2024
Q1 		$1.53M Buy
+66,536
New +$1.53M 0.38% 56

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 $18.1B AUM 15% 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

Petix & Botte Financial's SUSC Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2024, closing a stake of 66,536 shares — an estimated $1.53M sold.

Petix & Botte Financial first reported a position in SUSC in Q1 2024 and held it in 1 quarter. The position peaked at $1.53M in Q1 2024. 250 funds tracked by Wall St. Rank hold SUSC as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 66,536 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2024, an estimated $1.53M.
  • Petix & Botte Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.53M in Q1 2024.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.