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SimpliFi Inc’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

SimpliFi Inc’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
2019
Q3 		– Sell
-8,665
Closed -$220K – 20
2019
Q2 		$220K Buy
8,665
+63
+0.7% +$1.58K 0.13% 17
2019
Q1 		$215K Sell
8,602
-202
-2% -$4.99K 0.14% 18
2018
Q4 		$215K Buy
8,804
+82
+0.9% +$2K 0.16% 15
2018
Q3 		$214K Buy
+8,722
New +$214K 0.15% 16

Other funds holding SUSB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SimpliFi Inc's SUSB Position: Q3 2019 in Review

SimpliFi Inc sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2019, closing a stake of 8,665 shares — an estimated $220K sold.

SimpliFi Inc first reported a position in SUSB in Q3 2018 and held it in 4 quarters. The position peaked at $220K in Q2 2019. 76 funds tracked by Wall St. Rank hold SUSB as of Q3 2019.

  • SimpliFi Inc reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • SimpliFi Inc sold 8,665 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2019, an estimated $220K.
  • SimpliFi Inc first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2018 and held it in 4 quarters.
  • SimpliFi Inc's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $220K in Q2 2019.
  • 76 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2019.

Based on SimpliFi Inc's 13F filing for Q3 2019, filed 16 Oct 2019.