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TD Ameritrade Investment Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-4,455
Closed -$107K – 429
2023
Q2 		$107K Sell
4,455
-2,213
-33% -$53.2K ﹤0.01% 210
2023
Q1 		$160K Sell
6,668
-567
-8% -$13.6K ﹤0.01% 192
2022
Q4 		$172K Sell
7,235
-3,913
-35% -$92.4K ﹤0.01% 200
2022
Q3 		$262K Sell
11,148
-42
-0.4% -$1.01K ﹤0.01% 191
2022
Q2 		$270K Sell
11,190
-4,399
-28% -$107K ﹤0.01% 202
2022
Q1 		$384K Sell
15,589
-694
-4% -$17.4K ﹤0.01% 200
2021
Q4 		$418K Buy
16,283
+10,849
+200% +$279K ﹤0.01% 193
2021
Q3 		$142K Sell
5,434
-7,494
-58% -$195K ﹤0.01% 233
2021
Q2 		$337K Buy
12,928
+5,831
+82% +$152K ﹤0.01% 192
2021
Q1 		$186K Hold
7,097
– – ﹤0.01% 221
2020
Q4 		$186K Buy
7,097
+1,663
+31% +$43.4K ﹤0.01% 221
2020
Q3 		$142K Buy
5,434
+1,481
+37% +$38.7K ﹤0.01% 233
2020
Q2 		$103K Sell
3,953
-1,177
-23% -$30.1K ﹤0.01% 245
2020
Q1 		$128K Sell
5,130
-3,849
-43% -$97.2K ﹤0.01% 222
2019
Q4 		$228K Buy
8,979
+944
+12% +$24K ﹤0.01% 192
2019
Q3 		$204K Buy
8,035
+3,716
+86% +$94.2K ﹤0.01% 184
2019
Q2 		$109K Buy
4,319
+1,792
+71% +$44.9K ﹤0.01% 198
2019
Q1 		$63K Buy
+2,527
New +$62.5K ﹤0.01% 224

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

TD Ameritrade Investment Management's SUSB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2023, closing a stake of 4,455 shares — an estimated $107K sold.

TD Ameritrade Investment Management first reported a position in SUSB in Q1 2019 and held it in 18 quarters. The position peaked at $418K in Q4 2021. 246 funds tracked by Wall St. Rank hold SUSB as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 4,455 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2023, an estimated $107K.
  • TD Ameritrade Investment Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and held it in 18 quarters.
  • TD Ameritrade Investment Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $418K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.