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

VisionPoint Advisory Group’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 Q3	–	Sell	-250	Closed	-$6.12K	–	714
2024 Q2	$6.12K	Buy	250 +10	+4%	+$244	﹤0.01%	537
2024 Q1	$5.88K	Buy	240 +7	+3%	+$171	﹤0.01%	516
2023 Q4	$5.7K	Buy	+233	New	+$5.58K	﹤0.01%	475
2023 Q3	–	Sell	-272	Closed	-$6.5K	–	821
2023 Q2	$6.5K	Buy	+272	New	+$6.53K	﹤0.01%	434

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

VisionPoint Advisory Group's SUSB Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2024, closing a stake of 250 shares — an estimated $6.12K sold.

VisionPoint Advisory Group first reported a position in SUSB in Q2 2023 and held it in 4 quarters. The position peaked at $6.5K in Q2 2023. 289 funds tracked by Wall St. Rank hold SUSB as of Q3 2024.

VisionPoint Advisory Group reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 250 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2024, an estimated $6.12K.
VisionPoint Advisory Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
VisionPoint Advisory Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $6.5K in Q2 2023.
289 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.