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

Addison 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
2026 Q3	$2.49K	Buy	+102	New	+$2.53K	﹤0.01%	584

Other funds holding SUSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Francis Financial $642M AUM 10.36% 1-Year Est. Return

Milestone Investment Advisors Middleton, Wisconsin $461M AUM 11.04% 1-Year Est. Return

Addison Advisors's SUSB Position: Q3 2026 in Review

Addison Advisors opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2026: 102 shares worth $2.49K. The stake represents ﹤0.01% of the portfolio and ranks #584 among its holdings.

225 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Addison Advisors held 102 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.49K as of Q3 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Addison Advisors position in Q3 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #584 holding.
225 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.