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

TCWP’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
Q2 		– Sell
-1,135
Closed -$27K – 1562
2022
Q1 		$27K Buy
+1,135
New +$28.5K ﹤0.01% 619

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCWP's SUSB Position: Q2 2022 in Review

TCWP sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2022, closing a stake of 1,135 shares — an estimated $27K sold.

TCWP first reported a position in SUSB in Q1 2022 and held it in 1 quarter. The position peaked at $27K in Q1 2022. 244 funds tracked by Wall St. Rank hold SUSB as of Q2 2022.

  • TCWP reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 1,135 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2022, an estimated $27K.
  • TCWP first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $27K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.