SS
SUSB icon

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

Sunbelt Securities’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
Q3 		– Sell
-1,878
Closed -$46K – 1899
2024
Q2 		$46K Hold
1,878
– – ﹤0.01% 929
2024
Q1 		$46K Hold
1,878
– – 0.01% 889
2023
Q4 		$46K Hold
1,878
– – 0.01% 837
2023
Q3 		$44.6K Hold
1,878
– – 0.01% 833
2023
Q2 		$44.9K Hold
1,878
– – 0.01% 820
2023
Q1 		$45K Buy
+1,878
New +$44.9K 0.01% 775

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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunbelt Securities's SUSB Position: Q3 2024 in Review

Sunbelt Securities sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2024, closing a stake of 1,878 shares — an estimated $46K sold.

Sunbelt Securities first reported a position in SUSB in Q1 2023 and held it in 6 quarters. The position peaked at $46K in Q2 2024. 289 funds tracked by Wall St. Rank hold SUSB as of Q3 2024.

  • Sunbelt Securities reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sunbelt Securities sold 1,878 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2024, an estimated $46K.
  • Sunbelt Securities first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
  • Sunbelt Securities's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $46K in Q2 2024.
  • 289 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2024.

Based on Sunbelt Securities's 13F filing for Q3 2024, filed 18 Nov 2024.