Regal Wealth Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Regal Wealth Group’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
2021 Q2	–	Sell	-456	Closed	-$12K	–	218
2021 Q1	$12K	Hold	456	–	–	0.01%	172
2020 Q4	$12K	Hold	456	–	–	0.01%	153
2020 Q3	$12K	Hold	456	–	–	0.01%	140
2020 Q2	$12K	Hold	456	–	–	0.01%	139
2020 Q1	$11K	Hold	456	–	–	0.01%	122
2019 Q4	$12K	Hold	456	–	–	0.01%	148
2019 Q3	$12K	Buy	+456	New	+$11.6K	0.01%	120

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Regal Wealth Group's SUSB Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2021, closing a stake of 456 shares — an estimated $12K sold.

Regal Wealth Group first reported a position in SUSB in Q3 2019 and held it in 7 quarters. The position peaked at $12K in Q1 2021. 209 funds tracked by Wall St. Rank hold SUSB as of Q2 2021.

Regal Wealth Group reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 456 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2021, an estimated $12K.
Regal Wealth Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2019 and held it in 7 quarters.
Regal Wealth Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $12K in Q1 2021.
209 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.