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TPG Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

TPG Financial Advisors’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
2021
Q3 		– Sell
-11,179
Closed -$310K – 37
2021
Q2 		$310K Sell
11,179
-26,403
-70% -$720K 0.22% 32
2021
Q1 		$1.01M Buy
37,582
+9,062
+32% +$249K 0.71% 20
2020
Q4 		$808K Buy
28,520
+12,951
+83% +$362K 0.6% 22
2020
Q3 		$432K Buy
+15,569
New +$436K 0.37% 25

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TPG Financial Advisors's SUSC Position: Q3 2021 in Review

TPG Financial Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2021, closing a stake of 11,179 shares — an estimated $310K sold.

TPG Financial Advisors first reported a position in SUSC in Q3 2020 and held it in 4 quarters. The position peaked at $1.01M in Q1 2021. 128 funds tracked by Wall St. Rank hold SUSC as of Q3 2021.

  • TPG Financial Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • TPG Financial Advisors sold 11,179 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2021, an estimated $310K.
  • TPG Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
  • TPG Financial Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.01M in Q1 2021.
  • 128 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2021.

Based on TPG Financial Advisors's 13F filing for Q3 2021, filed 8 Oct 2021.