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

Wealthsimple US’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
2021
Q1 		$5.45M Buy
209,839
+493
+0.2% +$12.9K 3.23% 10
2020
Q4 		$5.48M Buy
209,346
+31,152
+17% +$813K 3% 11
2020
Q3 		$4.65M Buy
+178,194
New +$4.65M 3.1% 11

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

Wealthsimple US's SUSB Position: Q1 2021 in Review

Wealthsimple US increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.24% in Q1 2021, buying an estimated $12.9K and bringing the position to 209,839 shares worth $5.45M. The position accounts for 3.23% of the portfolio, ranked #10.

Wealthsimple US first reported a position in SUSB in Q3 2020 and has held it in 3 quarters since. The position peaked at $5.48M in Q4 2020. 178 funds tracked by Wall St. Rank hold SUSB as of Q1 2021.

  • Wealthsimple US held 209,839 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $5.45M as of Q1 2021.
  • Wealthsimple US bought 493 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2021, an estimated $12.9K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 3.23% of Wealthsimple US's portfolio in Q1 2021, its #10 holding.
  • Wealthsimple US first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2020 and has held it in 3 quarters since.
  • Wealthsimple US's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $5.48M in Q4 2020.
  • 178 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.