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 Q2	$221K	Sell	8,858 -1,586	-15%	-$39.6K	0.03%	188
2026 Q1	$262K	Sell	10,444 -47	-0.4%	-$1.19K	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	$2.31M	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

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Affinity Capital Advisors's SUSB Position: Q2 2026 in Review

Affinity Capital Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 15% in Q2 2026, selling an estimated $39.6K and leaving 8,858 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #188.

Affinity Capital Advisors first reported a position in SUSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.86M in Q2 2022. 56 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Affinity Capital Advisors held 8,858 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $221K as of Q2 2026.
Affinity Capital Advisors sold 1,586 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $39.6K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #188 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 23 quarters since.
Affinity Capital Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $4.86M in Q2 2022.
56 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.