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

WCG Wealth Advisors’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 Q2	–	Sell	-11,450	Closed	-$280K	–	303
2024 Q1	$280K	Buy	11,450 +653	+6%	+$16K	0.02%	249
2023 Q4	$264K	Sell	10,797 -608	-5%	-$14.6K	0.02%	288
2023 Q3	$271K	Sell	11,405 -1,313	-10%	-$31.3K	0.02%	269
2023 Q2	$304K	Buy	12,718 +984	+8%	+$23.6K	0.04%	150
2023 Q1	$282K	Sell	11,734 -81	-0.7%	-$1.94K	0.04%	152
2022 Q4	$281K	Sell	11,815 -1,058	-8%	-$25K	0.04%	148
2022 Q3	$302K	Buy	12,873 +3,197	+33%	+$76.9K	0.04%	224
2022 Q2	$233K	Buy	+9,676	New	+$235K	0.03%	240

Other funds holding SUSB

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

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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

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

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

WCG Wealth Advisors's SUSB Position: Q2 2024 in Review

WCG Wealth Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2024, closing a stake of 11,450 shares — an estimated $280K sold.

WCG Wealth Advisors first reported a position in SUSB in Q2 2022 and held it in 8 quarters. The position peaked at $304K in Q2 2023. 256 funds tracked by Wall St. Rank hold SUSB as of Q2 2024.

WCG Wealth Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
WCG Wealth Advisors sold 11,450 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2024, an estimated $280K.
WCG Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2022 and held it in 8 quarters.
WCG Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $304K in Q2 2023.
256 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2024.

Based on WCG Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.