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Shine Investment Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Shine Investment Advisory Services’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$17K Hold
600
– – 0.01% 475
2020
Q2 		$17K Buy
+600
New +$16.1K 0.01% 484

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

Shine Investment Advisory Services held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q3 2020 at 600 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #475.

Shine Investment Advisory Services first reported a position in SUSC in Q2 2020 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold SUSC as of Q3 2020.

  • Shine Investment Advisory Services held 600 shares of iShares ESG Aware USD Corporate Bond ETF worth $17K as of Q3 2020.
  • Shine Investment Advisory Services left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q3 2020.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #475 holding.
  • Shine Investment Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2020.

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