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Raleigh Capital Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Raleigh Capital Management’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
2024
Q4 		– Sell
-29
Closed -$730 – 1066
2024
Q3 		$730 Buy
+29
New +$721 ﹤0.01% 910

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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raleigh Capital Management's SUSB Position: Q4 2024 in Review

Raleigh Capital Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2024, closing a stake of 29 shares — an estimated $730 sold.

Raleigh Capital Management first reported a position in SUSB in Q3 2024 and held it in 1 quarter. The position peaked at $730 in Q3 2024. 315 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

  • Raleigh Capital Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 29 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2024, an estimated $730.
  • Raleigh Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Raleigh Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $730 in Q3 2024.
  • 315 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on Raleigh Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.