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

Retirement Capital Strategies’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
Q3 		– Sell
-60,007
Closed -$1.56M – 85
2021
Q2 		$1.56M Buy
+60,007
New +$1.56M 0.6% 33
2018
Q4 		– Sell
-10,151
Closed -$249K – 54
2018
Q3 		$249K Buy
+10,151
New +$249K 0.12% 39

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Capital Strategies's SUSB Position: Q3 2021 in Review

Retirement Capital Strategies sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2021, closing a stake of 60,007 shares — an estimated $1.56M sold.

Retirement Capital Strategies first reported a position in SUSB in Q3 2018 and held it in 2 quarters. The position peaked at $1.56M in Q2 2021. 217 funds tracked by Wall St. Rank hold SUSB as of Q3 2021.

  • Retirement Capital Strategies reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Retirement Capital Strategies sold 60,007 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2021, an estimated $1.56M.
  • Retirement Capital Strategies first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2018 and held it in 2 quarters.
  • Retirement Capital Strategies's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.56M in Q2 2021.
  • 217 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2021.

Based on Retirement Capital Strategies's 13F filing for Q3 2021, filed 28 Oct 2021.