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Woodmont Investment Counsel’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Woodmont Investment Counsel’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
-178
Closed -$4.36K – 348
2024
Q1 		$4.36K Buy
+178
New +$4.35K ﹤0.01% 349

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Woodmont Investment Counsel's SUSB Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2024, closing a stake of 178 shares — an estimated $4.36K sold.

Woodmont Investment Counsel first reported a position in SUSB in Q1 2024 and held it in 1 quarter. The position peaked at $4.36K in Q1 2024. 255 funds tracked by Wall St. Rank hold SUSB as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 178 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2024, an estimated $4.36K.
  • Woodmont Investment Counsel first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $4.36K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.