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

tru Independence’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
2021 Q3	–	Sell	-7,042	Closed	-$183K	–	314
2021 Q2	$183K	Buy	+7,042	New	+$183K	0.05%	90
2021 Q1	–	Sell	-3,140	Closed	-$82.2K	–	660
2020 Q4	$82.2K	Buy	3,140 +2,250	+253%	+$58.7K	0.15%	52
2020 Q3	$23K	Sell	890 -2,250	-72%	-$58.7K	0.01%	248
2020 Q2	$81K	Buy	+3,140	New	+$80.4K	0.01%	325
2020 Q1	–	Sell	-1,080	Closed	-$27K	–	896
2019 Q4	$27K	Buy	+1,080	New	+$27.5K	﹤0.01%	452

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

tru Independence's SUSB Position: Q3 2021 in Review

tru Independence sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2021, closing a stake of 7,042 shares — an estimated $183K sold.

tru Independence first reported a position in SUSB in Q4 2019 and held it in 5 quarters. The position peaked at $183K in Q2 2021. 217 funds tracked by Wall St. Rank hold SUSB as of Q3 2021.

tru Independence reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 7,042 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2021, an estimated $183K.
tru Independence first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
tru Independence's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $183K in Q2 2021.
217 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.