Affinity Capital Advisors
SUSB icon

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

Affinity Capital 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 		$217K Buy
8,878
+20
+0.2% +$495 0.03% 211
2026
Q2 		$221K Sell
8,858
-1,586
-15% -$39.6K 0.03% 188
2026
Q1 		$262K Sell
10,444
-47
-0.4% -$1.18K 0.04% 153
2025
Q4 		$265K Buy
10,491
+19
+0.2% +$480 0.04% 140
2025
Q3 		$265K Sell
10,472
-389
-4% -$9.8K 0.04% 130
2025
Q2 		$273K Buy
10,861
+12
+0.1% +$299 0.05% 135
2025
Q1 		$268K Sell
10,849
-5,429
-33% -$135K 0.05% 130
2024
Q4 		$402K Sell
16,278
-21,518
-57% -$535K 0.08% 108
2024
Q3 		$951K Sell
37,796
-7,807
-17% -$194K 0.18% 65
2024
Q2 		$1.12M Sell
45,603
-3,169
-6% -$77.2K 0.23% 55
2024
Q1 		$1.19M Sell
48,772
-13,216
-21% -$323K 0.27% 57
2023
Q4 		$1.52M Sell
61,988
-22,734
-27% -$545K 0.37% 49
2023
Q3 		$2.01M Sell
84,722
-29,853
-26% -$712K 0.55% 39
2023
Q2 		$2.74M Sell
114,575
-56,344
-33% -$1.35M 0.74% 31
2023
Q1 		$4.11M Sell
170,919
-24,733
-13% -$592K 1.28% 18
2022
Q4 		$4.65M Sell
195,652
-5,188
-3% -$122K 1.59% 15
2022
Q3 		$4.72M Sell
200,840
-930
-0.5% -$22.4K 1.65% 15
2022
Q2 		$4.86M Buy
201,770
+22,252
+12% +$540K 1.66% 16
2022
Q1 		$4.42M Buy
179,518
+35,702
+25% +$896K 1.38% 15
2021
Q4 		$3.69M Buy
143,816
+26,304
+22% +$677K 1.11% 17
2021
Q3 		$3.05M Buy
117,512
+29,006
+33% +$755K 1.02% 20
2021
Q2 		$2.3M Buy
88,506
+11,554
+15% +$301K 0.78% 25
2021
Q1 		$2M Buy
76,952
+36,795
+92% +$959K 0.73% 27
2020
Q4 		$1.05M Buy
+40,157
New +$1.05M 0.43% 40

Other funds holding SUSB

Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Affinity Capital Advisors's SUSB Position: Q3 2026 in Review

Affinity Capital Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.23% in Q3 2026, buying an estimated $495 and bringing the position to 8,878 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #211.

Affinity Capital Advisors first reported a position in SUSB in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.86M in Q2 2022. 134 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Affinity Capital Advisors held 8,878 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $217K as of Q3 2026.
  • Affinity Capital Advisors bought 20 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $495.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q3 2026, its #211 holding.
  • Affinity Capital Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Affinity Capital Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $4.86M in Q2 2022.
  • 134 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.