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

Resolute Financial’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
2022
Q4 		$573K Sell
24,087
-1,558
-6% -$36.8K 0.49% 51
2022
Q3 		$602K Buy
25,645
+5,896
+30% +$142K 0.57% 39
2022
Q2 		$476K Sell
19,749
-1,942
-9% -$47.1K 0.41% 58
2022
Q1 		$534K Buy
21,691
+2,034
+10% +$51.1K 0.43% 54
2021
Q4 		$504K Buy
+19,657
New +$506K 0.38% 60

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Resolute Financial's SUSB Position: Q4 2022 in Review

Resolute Financial reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 6.1% in Q4 2022, selling an estimated $36.8K and leaving 24,087 shares worth $573K. The position accounts for 0.49% of the portfolio, ranked #51.

Resolute Financial first reported a position in SUSB in Q4 2021 and has held it in 5 quarters since. The position peaked at $602K in Q3 2022. 284 funds tracked by Wall St. Rank hold SUSB as of Q4 2022.

  • Resolute Financial held 24,087 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $573K as of Q4 2022.
  • Resolute Financial sold 1,558 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2022, an estimated $36.8K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.49% of Resolute Financial's portfolio in Q4 2022, its #51 holding.
  • Resolute Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $602K in Q3 2022.
  • 284 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.