SPAS
SUSB icon

Spectrum Planning & Advisory Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Spectrum Planning & Advisory 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
2021
Q3 		– Sell
-14,066
Closed -$366K – 52
2021
Q2 		$366K Buy
+14,066
New +$366K 0.35% 37

Other funds holding SUSB

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spectrum Planning & Advisory Services's SUSB Position: Q3 2021 in Review

Spectrum Planning & Advisory Services sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2021, closing a stake of 14,066 shares — an estimated $366K sold.

Spectrum Planning & Advisory Services first reported a position in SUSB in Q2 2021 and held it in 1 quarter. The position peaked at $366K in Q2 2021. 217 funds tracked by Wall St. Rank hold SUSB as of Q3 2021.

  • Spectrum Planning & Advisory Services reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 14,066 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2021, an estimated $366K.
  • Spectrum Planning & Advisory Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Spectrum Planning & Advisory Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $366K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2021.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2021, filed 13 Oct 2021.