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

AllSquare 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
2025
Q3 		$78K Hold
3,080
– – 0.04% 183
2025
Q2 		$77.5K Hold
3,080
– – 0.04% 177
2025
Q1 		$77K Hold
3,080
– – 0.05% 170
2024
Q4 		$76.1K Hold
3,080
– – 0.04% 171
2024
Q3 		$77.5K Hold
3,080
– – 0.04% 171
2024
Q2 		$75.4K Hold
3,080
– – 0.05% 172
2024
Q1 		$75.4K Hold
3,080
– – 0.04% 179
2023
Q4 		$75.4K Hold
3,080
– – 0.05% 169
2023
Q3 		$73.2K Hold
3,080
– – 0.05% 166
2023
Q2 		$73.9K Hold
3,080
– – 0.05% 171
2023
Q1 		$74.1K Hold
3,080
– – 0.05% 172
2022
Q4 		$73.2K Hold
3,080
– – 0.05% 164
2022
Q3 		$72K Hold
3,080
– – 0.05% 155
2022
Q2 		$74K Hold
3,080
– – 0.05% 161
2022
Q1 		$76K Hold
3,080
– – 0.05% 174
2021
Q4 		$79K Hold
3,080
– – 0.05% 175
2021
Q3 		$80K Hold
3,080
– – 0.05% 177
2021
Q2 		$80K Hold
3,080
– – 0.05% 184
2021
Q1 		$80K Hold
3,080
– – 0.05% 172
2020
Q4 		$81K Buy
3,080
+1,849
+150% +$48.3K 0.05% 159
2020
Q3 		$32K Hold
1,231
– – 0.02% 239
2020
Q2 		$32K Hold
1,231
– – 0.02% 224
2020
Q1 		$31K Hold
1,231
– – 0.03% 204
2019
Q4 		$31K Hold
1,231
– – 0.02% 232
2019
Q3 		$31K Hold
1,231
– – 0.02% 229
2019
Q2 		$31K Hold
1,231
– – 0.02% 234
2019
Q1 		$31K Buy
+1,231
New +$30.4K 0.02% 236

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AllSquare Wealth Management's SUSB Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q3 2025 at 3,080 shares worth $78K. The position accounts for 0.04% of the portfolio, ranked #183.

AllSquare Wealth Management first reported a position in SUSB in Q1 2019 and has held it in 27 quarters since. The position peaked at $81K in Q4 2020. 288 funds tracked by Wall St. Rank hold SUSB as of Q3 2025.

  • AllSquare Wealth Management held 3,080 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $78K as of Q3 2025.
  • AllSquare Wealth Management left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q3 2025.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #183 holding.
  • AllSquare Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and has held it in 27 quarters since.
  • AllSquare Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $81K in Q4 2020.
  • 288 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.