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

Abacus Wealth Partners’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
2025 Q3	–	Sell	-28,180	Closed	-$709K	–	116
2025 Q2	$709K	Sell	28,180 -49,211	-64%	-$1.23M	0.11%	41
2025 Q1	$1.93M	Buy	77,391 +5,575	+8%	+$138K	0.29%	19
2024 Q4	$1.77M	Hold	71,816	–	–	0.26%	20
2024 Q3	$1.81M	Hold	71,816	–	–	0.27%	19
2024 Q2	$1.76M	Hold	71,816	–	–	0.29%	20
2024 Q1	$1.76M	Buy	+71,816	New	+$1.75M	0.29%	21

Other funds holding SUSB

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Abacus Wealth Partners's SUSB Position: Q3 2025 in Review

Abacus Wealth Partners sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2025, closing a stake of 28,180 shares — an estimated $709K sold.

Abacus Wealth Partners first reported a position in SUSB in Q1 2024 and held it in 6 quarters. The position peaked at $1.93M in Q1 2025. 290 funds tracked by Wall St. Rank hold SUSB as of Q3 2025.

Abacus Wealth Partners reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Abacus Wealth Partners sold 28,180 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2025, an estimated $709K.
Abacus Wealth Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
Abacus Wealth Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.93M in Q1 2025.
290 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2025.

Based on Abacus Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.