Sound View Wealth Advisors Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Sound View Wealth Advisors 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
2024 Q1	–	Sell	-11,933	Closed	-$292K	–	394
2023 Q4	$292K	Hold	11,933	–	–	0.03%	313
2023 Q3	$284K	Hold	11,933	–	–	0.04%	298
2023 Q2	$285K	Hold	11,933	–	–	0.04%	295
2023 Q1	$287K	Hold	11,933	–	–	0.04%	286
2022 Q4	$292K	Buy	+11,933	New	+$282K	0.03%	313

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sound View Wealth Advisors Group's SUSB Position: Q1 2024 in Review

Sound View Wealth Advisors Group sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2024, closing a stake of 11,933 shares — an estimated $292K sold.

Sound View Wealth Advisors Group first reported a position in SUSB in Q4 2022 and held it in 5 quarters. The position peaked at $292K in Q4 2023. 259 funds tracked by Wall St. Rank hold SUSB as of Q1 2024.

Sound View Wealth Advisors Group reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Sound View Wealth Advisors Group sold 11,933 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2024, an estimated $292K.
Sound View Wealth Advisors Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Sound View Wealth Advisors Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $292K in Q4 2023.
259 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2024, filed 9 May 2024.