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tru Independence’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

tru Independence’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
2022
Q1 		– Sell
-11,168
Closed -$305K – 215
2021
Q4 		$305K Hold
11,168
– – 0.08% 118
2021
Q3 		$306K Hold
11,168
– – 0.09% 118
2021
Q2 		$309K Hold
11,168
– – 0.09% 80
2021
Q1 		$303K Buy
11,168
+6,700
+150% +$184K 0.06% 210
2020
Q4 		$127K Buy
+4,468
New +$125K 0.23% 39
2020
Q3 		– Sell
-4,468
Closed -$123 – 790
2020
Q2 		$123 Buy
+4,468
New +$120K 0.02% 285

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

tru Independence's SUSC Position: Q1 2022 in Review

tru Independence sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2022, closing a stake of 11,168 shares — an estimated $305K sold.

tru Independence first reported a position in SUSC in Q2 2020 and held it in 6 quarters. The position peaked at $309K in Q2 2021. 154 funds tracked by Wall St. Rank hold SUSC as of Q1 2022.

  • tru Independence reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • tru Independence sold 11,168 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2022, an estimated $305K.
  • tru Independence first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
  • tru Independence's iShares ESG Aware USD Corporate Bond ETF position peaked at $309K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2022.

Based on tru Independence's 13F filing for Q1 2022, filed 28 Apr 2022.