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Sowell Financial Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Sowell Financial 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
2024
Q4 		– Sell
-72,729
Closed -$1.83M – 598
2024
Q3 		$1.83M Sell
72,729
-5,314
-7% -$132K 0.09% 253
2024
Q2 		$1.91M Buy
78,043
+15,697
+25% +$383K 0.09% 228
2024
Q1 		$1.53M Buy
62,346
+21,332
+52% +$521K 0.07% 275
2023
Q4 		$1M Sell
41,014
-6,358
-13% -$152K 0.05% 322
2023
Q3 		$1.13M Sell
47,372
-6,072
-11% -$145K 0.07% 295
2023
Q2 		$1.28M Buy
+53,444
New +$1.28M 0.07% 309
2023
Q1 		– Sell
-19,119
Closed -$454K – 832
2022
Q4 		$454K Sell
19,119
-7,996
-29% -$189K 0.03% 441
2022
Q3 		$637K Buy
+27,115
New +$652K 0.06% 292
2022
Q1 		– Sell
-20,917
Closed -$537K – 479
2021
Q4 		$537K Buy
+20,917
New +$539K 0.03% 427
2021
Q2 		– Sell
-2,250
Closed -$59K – 2450
2021
Q1 		$59K Buy
2,250
+719
+47% +$18.7K ﹤0.01% 1588
2020
Q4 		$40K Buy
1,531
+8
+0.5% +$209 ﹤0.01% 1483
2020
Q3 		$40K Buy
1,523
+7
+0.5% +$183 ﹤0.01% 1292
2020
Q2 		$39K Sell
1,516
-21
-1% -$538 ﹤0.01% 1252
2020
Q1 		$38K Buy
1,537
+6
+0.4% +$151 ﹤0.01% 1143
2019
Q4 		$39K Buy
1,531
+14
+0.9% +$356 ﹤0.01% 1227
2019
Q3 		$39K Buy
+1,517
New +$38.5K ﹤0.01% 1080
2018
Q3 		– Sell
-27,927
Closed -$687K – 443
2018
Q2 		$687K Buy
27,927
+5,977
+27% +$147K 0.15% 137
2018
Q1 		$538K Buy
+21,950
New +$543K 0.13% 148

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's SUSB Position: Q4 2024 in Review

Sowell Financial Services sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2024, closing a stake of 72,729 shares — an estimated $1.83M sold.

Sowell Financial Services first reported a position in SUSB in Q1 2018 and held it in 18 quarters. The position peaked at $1.91M in Q2 2024. 314 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

  • Sowell Financial Services reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 72,729 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2024, an estimated $1.83M.
  • Sowell Financial Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2018 and held it in 18 quarters.
  • Sowell Financial Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.91M in Q2 2024.
  • 314 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.