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

Truist Financial’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
2024 Q1	–	Sell	-14,474	Closed	-$354K	–	2733
2023 Q4	$354K	Buy	14,474 +398	+3%	+$9.54K	﹤0.01%	2191
2023 Q3	$335K	Buy	14,076 +53	+0.4%	+$1.26K	﹤0.01%	2163
2023 Q2	$335K	Buy	14,023 +210	+2%	+$5.04K	﹤0.01%	2186
2023 Q1	$332K	Sell	13,813 -523	-4%	-$12.5K	﹤0.01%	2216
2022 Q4	$341K	Sell	14,336 -417	-3%	-$9.84K	﹤0.01%	2192
2022 Q3	$347K	Buy	14,753 +3,476	+31%	+$83.6K	﹤0.01%	2012
2022 Q2	$272K	Sell	11,277 -90,482	-89%	-$2.19M	﹤0.01%	2279
2022 Q1	$2.51M	Buy	101,759 +90,050	+769%	+$2.26M	﹤0.01%	1200
2021 Q4	$300K	Buy	+11,709	New	+$302K	﹤0.01%	2361

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial's SUSB Position: Q1 2024 in Review

Truist Financial sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2024, closing a stake of 14,474 shares — an estimated $354K sold.

Truist Financial first reported a position in SUSB in Q4 2021 and held it in 9 quarters. The position peaked at $2.51M in Q1 2022. 257 funds tracked by Wall St. Rank hold SUSB as of Q1 2024.

Truist Financial reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Truist Financial sold 14,474 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2024, an estimated $354K.
Truist Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
Truist Financial's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.51M in Q1 2022.
257 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.