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

Watson Rebecca’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
2020
Q3 		$483K Buy
18,513
+1,278
+7% +$33.4K 0.28% 42
2020
Q2 		$448K Buy
17,235
+387
+2% +$9.91K 0.27% 43
2020
Q1 		$431K Buy
16,848
+6,521
+63% +$165K 0.3% 44
2019
Q4 		$263K Buy
+10,327
New +$263K 0.16% 70

Other funds holding SUSB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Watson Rebecca's SUSB Position: Q3 2020 in Review

Watson Rebecca increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 7.4% in Q3 2020, buying an estimated $33.4K and bringing the position to 18,513 shares worth $483K. The position accounts for 0.28% of the portfolio, ranked #42.

Watson Rebecca first reported a position in SUSB in Q4 2019 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold SUSB as of Q3 2020.

  • Watson Rebecca held 18,513 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $483K as of Q3 2020.
  • Watson Rebecca bought 1,278 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2020, an estimated $33.4K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.28% of Watson Rebecca's portfolio in Q3 2020, its #42 holding.
  • Watson Rebecca first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.