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Prentice Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Prentice Wealth Management’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
2021
Q3 		– Sell
-8,194
Closed -$227K – 359
2021
Q2 		$227K Sell
8,194
-170
-2% -$4.64K 0.12% 96
2021
Q1 		$225K Buy
+8,364
New +$230K 0.13% 79

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prentice Wealth Management's SUSC Position: Q3 2021 in Review

Prentice Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2021, closing a stake of 8,194 shares — an estimated $227K sold.

Prentice Wealth Management first reported a position in SUSC in Q1 2021 and held it in 2 quarters. The position peaked at $227K in Q2 2021. 128 funds tracked by Wall St. Rank hold SUSC as of Q3 2021.

  • Prentice Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 8,194 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2021, an estimated $227K.
  • Prentice Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Prentice Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $227K in Q2 2021.
  • 128 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2021.

Based on Prentice Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.