AWM
SUSB icon

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

AE Wealth Management’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
Q1 		$46.8K Sell
1,869
-89
-5% -$2.24K ﹤0.01% 1973
2025
Q4 		$49.4K Sell
1,958
-90
-4% -$2.27K ﹤0.01% 1853
2025
Q3 		$51.8K Sell
2,048
-1,309
-39% -$33K ﹤0.01% 1707
2025
Q2 		$84.5K Sell
3,357
-1
-0% -$25 ﹤0.01% 1521
2025
Q1 		$83.9K Sell
3,358
-1,396
-29% -$34.7K ﹤0.01% 1484
2024
Q4 		$117K Buy
+4,754
New +$118K ﹤0.01% 1396
2023
Q1 		– Sell
-11,111
Closed -$264K – 1997
2022
Q4 		$264K Buy
+11,111
New +$262K ﹤0.01% 1559
2022
Q1 		– Sell
-13,597
Closed -$349K – 1809
2021
Q4 		$349K Buy
13,597
+1,700
+14% +$43.8K ﹤0.01% 1392
2021
Q3 		$309K Sell
11,897
-2,937
-20% -$76.5K ﹤0.01% 1355
2021
Q2 		$386K Buy
+14,834
New +$386K ﹤0.01% 1237

Other funds holding SUSB

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Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return