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

Strategic Blueprint’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
2022
Q1 		– Sell
-8,363
Closed -$215K – 545
2021
Q4 		$215K Sell
8,363
-7,207
-46% -$186K 0.03% 455
2021
Q3 		$405K Sell
15,570
-6,146
-28% -$160K 0.06% 273
2021
Q2 		$565K Buy
+21,716
New +$565K 0.09% 215

Other funds holding SUSB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Blueprint's SUSB Position: Q1 2022 in Review

Strategic Blueprint sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2022, closing a stake of 8,363 shares — an estimated $215K sold.

Strategic Blueprint first reported a position in SUSB in Q2 2021 and held it in 3 quarters. The position peaked at $565K in Q2 2021. 241 funds tracked by Wall St. Rank hold SUSB as of Q1 2022.

  • Strategic Blueprint reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Strategic Blueprint sold 8,363 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2022, an estimated $215K.
  • Strategic Blueprint first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
  • Strategic Blueprint's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $565K in Q2 2021.
  • 241 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2022.

Based on Strategic Blueprint's 13F filing for Q1 2022, filed 12 Aug 2022.