SI
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SimpliFi Inc’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

SimpliFi Inc’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
2023
Q1 		– Sell
-9,899
Closed -$221K – 37
2022
Q4 		$221K Buy
9,899
+110
+1% +$2.43K 0.12% 27
2022
Q3 		$213K Buy
9,789
+70
+0.7% +$1.62K 0.11% 30
2022
Q2 		$225K Buy
9,719
+301
+3% +$7.13K 0.11% 30
2022
Q1 		$237K Buy
9,418
+35
+0.4% +$906 0.11% 32
2021
Q4 		$256K Buy
9,383
+83
+0.9% +$2.28K 0.11% 32
2021
Q3 		$256K Buy
9,300
+45
+0.5% +$1.25K 0.12% 25
2021
Q2 		$257K Buy
9,255
+307
+3% +$8.38K 0.12% 24
2021
Q1 		$241K Buy
8,948
+28
+0.3% +$770 0.11% 22
2020
Q4 		$253K Buy
8,920
+55
+0.6% +$1.54K 0.12% 22
2020
Q3 		$246K Buy
8,865
+46
+0.5% +$1.29K 0.12% 21
2020
Q2 		$244K Buy
8,819
+60
+0.7% +$1.61K 0.13% 22
2020
Q1 		$225K Buy
8,759
+39
+0.4% +$1.03K 0.14% 20
2019
Q4 		$231K Buy
8,720
+82
+0.9% +$2.16K 0.13% 19
2019
Q3 		$227K Buy
+8,638
New +$226K 0.13% 19

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SimpliFi Inc's SUSC Position: Q1 2023 in Review

SimpliFi Inc sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2023, closing a stake of 9,899 shares — an estimated $221K sold.

SimpliFi Inc first reported a position in SUSC in Q3 2019 and held it in 14 quarters. The position peaked at $257K in Q2 2021. 195 funds tracked by Wall St. Rank hold SUSC as of Q1 2023.

  • SimpliFi Inc reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • SimpliFi Inc sold 9,899 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2023, an estimated $221K.
  • SimpliFi Inc first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2019 and held it in 14 quarters.
  • SimpliFi Inc's iShares ESG Aware USD Corporate Bond ETF position peaked at $257K in Q2 2021.
  • 195 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2023.

Based on SimpliFi Inc's 13F filing for Q1 2023, filed 20 Apr 2023.