SAG
SUSB icon

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

SageView Advisory 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
2025
Q4 		$752K Buy
29,799
+410
+1% +$10.4K 0.03% 290
2025
Q3 		$744K Buy
29,389
+645
+2% +$16.2K 0.03% 305
2025
Q2 		$721K Sell
28,744
-2,363
-8% -$58.9K 0.03% 294
2025
Q1 		$777K Sell
31,107
-17,042
-35% -$423K 0.03% 264
2024
Q4 		$1.19M Buy
48,149
+454
+1% +$11.3K 0.05% 200
2024
Q3 		$1.2M Buy
+47,695
New +$1.19M 0.06% 173
2024
Q2 		– Hold
0
– – – 197
2023
Q4 		– Sell
-59,339
Closed -$1.42M – 169
2023
Q3 		$1.41M Buy
59,339
+2,846
+5% +$67.9K 0.08% 161
2023
Q2 		$1.35M Sell
56,493
-2,699
-5% -$64.8K 0.08% 180
2023
Q1 		$1.42M Buy
59,192
+217
+0.4% +$5.19K 0.09% 148
2022
Q4 		$1.4M Buy
+58,975
New +$1.39M 0.11% 127

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EWA
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AA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return