Sugarloaf Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Sugarloaf Wealth Management’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	$1.24K	Sell	50 -1,215	-96%	-$30.2K	﹤0.01%	644
2024 Q3	$31.8K	Buy	+1,265	New	+$31.5K	0.01%	357
2022 Q3	–	Sell	-2,628	Closed	-$63K	–	882
2022 Q2	$63K	Hold	2,628	–	–	0.02%	253
2022 Q1	$65K	Hold	2,628	–	–	0.02%	244
2021 Q4	$67K	Hold	2,628	–	–	0.02%	249
2021 Q3	$68K	Hold	2,628	–	–	0.02%	234
2021 Q2	$68K	Buy	2,628 +2,608	+13,040%	+$67.9K	0.02%	239
2021 Q1	$54	Sell	20 -2,075	-99%	-$54.1K	0.02%	261
2020 Q4	$55K	Buy	2,095 +1,512	+259%	+$39.5K	0.02%	244
2020 Q3	$46K	Buy	+583	New	+$15.2K	0.02%	250

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugarloaf Wealth Management's SUSB Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 96% in Q4 2024, selling an estimated $30.2K and leaving 50 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Sugarloaf Wealth Management first reported a position in SUSB in Q3 2020 and has held it in 10 quarters since. The position peaked at $68K in Q3 2021. 312 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

Sugarloaf Wealth Management held 50 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.24K as of Q4 2024.
Sugarloaf Wealth Management sold 1,215 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2024, an estimated $30.2K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #644 holding.
Sugarloaf Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2020 and has held it in 10 quarters since.
Sugarloaf Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $68K in Q3 2021.
312 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.