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Ten Capital Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Ten Capital Wealth Advisors’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
Q2 		– Sell
-545
Closed -$13.1K – 491
2023
Q1 		$13.1K Buy
+545
New +$13K ﹤0.01% 343

Other funds holding SUSB

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ten Capital Wealth Advisors's SUSB Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2023, closing a stake of 545 shares — an estimated $13.1K sold.

Ten Capital Wealth Advisors first reported a position in SUSB in Q1 2023 and held it in 1 quarter. The position peaked at $13.1K in Q1 2023. 254 funds tracked by Wall St. Rank hold SUSB as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 545 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2023, an estimated $13.1K.
  • Ten Capital Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $13.1K in Q1 2023.
  • 254 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.