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

Rockbridge Investment 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 Q1	–	Sell	-1,605	Closed	-$39.3K	–	559
2023 Q4	$39.3K	Buy	+1,605	New	+$38.5K	0.01%	256
2022 Q3	–	Sell	-1,360	Closed	-$32.8K	–	533
2022 Q2	$32.8K	Sell	1,360 -214	-14%	-$5.19K	0.01%	258
2022 Q1	$38.7K	Hold	1,574	–	–	0.01%	333
2021 Q4	$40K	Buy	1,574 +362	+30%	+$9.32K	0.01%	384
2021 Q3	$31K	Hold	1,212	–	–	0.01%	383
2021 Q2	$32K	Buy	1,212 +104	+9%	+$2.71K	0.01%	380
2021 Q1	$29K	Buy	1,108 +80	+8%	+$2.09K	0.01%	365
2020 Q4	$27K	Buy	1,028 +114	+12%	+$2.98K	0.01%	368
2020 Q3	$24K	Buy	+914	New	+$23.9K	0.01%	358

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockbridge Investment Management's SUSB Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2024, closing a stake of 1,605 shares — an estimated $39.3K sold.

Rockbridge Investment Management first reported a position in SUSB in Q3 2020 and held it in 9 quarters. The position peaked at $40K in Q4 2021. 259 funds tracked by Wall St. Rank hold SUSB as of Q1 2024.

Rockbridge Investment Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 1,605 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2024, an estimated $39.3K.
Rockbridge Investment Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2020 and held it in 9 quarters.
Rockbridge Investment Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $40K in Q4 2021.
259 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.