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

Richard Bernstein 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
2022
Q3 		– Sell
-13,411
Closed -$323K – 238
2022
Q2 		$323K Buy
+13,411
New +$325K 0.01% 222
2021
Q3 		– Sell
-55
Closed -$1K – 308
2021
Q2 		$1K Buy
+55
New +$1.43K ﹤0.01% 313

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Richard Bernstein Advisors's SUSB Position: Q3 2022 in Review

Richard Bernstein Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2022, closing a stake of 13,411 shares — an estimated $323K sold.

Richard Bernstein Advisors first reported a position in SUSB in Q2 2021 and held it in 2 quarters. The position peaked at $323K in Q2 2022. 252 funds tracked by Wall St. Rank hold SUSB as of Q3 2022.

  • Richard Bernstein Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Richard Bernstein Advisors sold 13,411 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2022, an estimated $323K.
  • Richard Bernstein Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Richard Bernstein Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $323K in Q2 2022.
  • 252 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2022.

Based on Richard Bernstein Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.