Shine Investment Advisory Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$6K	Hold	235	–	–	﹤0.01%	618
2020 Q2	$6K	Hold	235	–	–	﹤0.01%	622
2020 Q1	$6K	Buy	235 +39	+20%	+$985	﹤0.01%	589
2019 Q4	$5K	Buy	196 +117	+148%	+$2.98K	﹤0.01%	673
2019 Q3	$2K	Buy	+79	New	+$2K	﹤0.01%	702

Other funds holding SUSB

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Shine Investment Advisory Services's SUSB Position: Q3 2020 in Review

Shine Investment Advisory Services held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q3 2020 at 235 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Shine Investment Advisory Services first reported a position in SUSB in Q3 2019 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold SUSB as of Q3 2020.

Shine Investment Advisory Services held 235 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $6K as of Q3 2020.
Shine Investment Advisory Services left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q3 2020.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #618 holding.
Shine Investment Advisory Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2019 and has held it in 5 quarters since.
124 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.