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

Veritable’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
2022
Q4 		– Sell
-10,911
Closed -$256K – 896
2022
Q3 		$256K Sell
10,911
-2,073
-16% -$49.9K 0.01% 676
2022
Q2 		$313K Hold
12,984
– – 0.01% 667
2022
Q1 		$320K Buy
+12,984
New +$326K ﹤0.01% 699

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Veritable's SUSB Position: Q4 2022 in Review

Veritable sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2022, closing a stake of 10,911 shares — an estimated $256K sold.

Veritable first reported a position in SUSB in Q1 2022 and held it in 3 quarters. The position peaked at $320K in Q1 2022. 284 funds tracked by Wall St. Rank hold SUSB as of Q4 2022.

  • Veritable reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Veritable sold 10,911 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2022, an estimated $256K.
  • Veritable first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Veritable's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $320K in Q1 2022.
  • 284 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2022.

Based on Veritable's 13F filing for Q4 2022, filed 14 Feb 2023.