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Prism Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Prism Advisors’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
Q3 		– Sell
-9,331
Closed -$223K – 65
2023
Q2 		$223K Buy
9,331
+508
+6% +$12.2K 0.08% 48
2023
Q1 		$212K Buy
+8,823
New +$211K 0.07% 47
2022
Q2 		– Sell
-8,349
Closed -$206K – 56
2022
Q1 		$206K Sell
8,349
-1,334
-14% -$33.5K 0.07% 52
2021
Q4 		$248K Buy
+9,683
New +$249K 0.08% 45

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prism Advisors's SUSB Position: Q3 2023 in Review

Prism Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2023, closing a stake of 9,331 shares — an estimated $223K sold.

Prism Advisors first reported a position in SUSB in Q4 2021 and held it in 4 quarters. The position peaked at $248K in Q4 2021. 246 funds tracked by Wall St. Rank hold SUSB as of Q3 2023.

  • Prism Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Prism Advisors sold 9,331 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2023, an estimated $223K.
  • Prism Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Prism Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $248K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2023.

Based on Prism Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.