Wilbanks Smith & Thomas Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio SUSC Stock Details SUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,139	Closed	-$125K	–	1197
2018 Q3	$125K	Buy	+5,139	New	+$125K	0.01%	493

Other funds holding SUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CJA

C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SUSC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2018, closing a stake of 5,139 shares — an estimated $125K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SUSC in Q3 2018 and held it in 1 quarter. The position peaked at $125K in Q3 2018. 18 funds tracked by Wall St. Rank hold SUSC as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 5,139 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2018, an estimated $125K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $125K in Q3 2018.
18 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.