TVAMP
SUSC icon

Tennessee Valley Asset Management Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Tennessee Valley Asset Management Partners’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,317
Closed -$100K – 674
2023
Q4 		$100K Buy
+4,317
New +$95.4K 0.01% 166

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SUSC Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2024, closing a stake of 4,317 shares — an estimated $100K sold.

Tennessee Valley Asset Management Partners first reported a position in SUSC in Q4 2023 and held it in 1 quarter. The position peaked at $100K in Q4 2023. 241 funds tracked by Wall St. Rank hold SUSC as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 4,317 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2024, an estimated $100K.
  • Tennessee Valley Asset Management Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $100K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.