Ameritas Advisory Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Ameritas Advisory Services’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	$205K	Buy	+8,166	New	+$206K	0.01%	915
2025 Q3	–	Sell	-6,925	Closed	-$174K	–	2840
2025 Q2	$174K	Sell	6,925 -8,015	-54%	-$200K	0.01%	788
2025 Q1	$373K	Buy	14,940 +364	+2%	+$9.04K	0.02%	638
2024 Q4	$360K	Sell	14,576 -1,586	-10%	-$39.4K	0.01%	675
2024 Q3	$407K	Sell	16,162 -655	-4%	-$16.3K	0.02%	598
2024 Q2	$412K	Sell	16,817 -510	-3%	-$12.4K	0.02%	639
2024 Q1	$424K	Buy	+17,327	New	+$423K	0.02%	598
2023 Q4	–	Sell	-18,906	Closed	-$449K	–	835
2023 Q3	$449K	Buy	+18,906	New	+$451K	0.02%	525
2023 Q2	–	Sell	-13,521	Closed	-$326K	–	2294
2023 Q1	$326K	Buy	13,521 +180	+1%	+$4.31K	0.02%	620
2022 Q4	$317K	Buy	13,341 +86	+0.6%	+$2.03K	0.01%	697
2022 Q3	$311K	Buy	13,255 +640	+5%	+$15.4K	0.02%	570
2022 Q2	$304K	Buy	12,615 +1,713	+16%	+$41.6K	0.02%	614
2022 Q1	$269K	Buy	10,902 +753	+7%	+$18.9K	0.01%	698
2021 Q4	$260K	Buy	+10,149	New	+$261K	0.01%	694

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Advisory Services's SUSB Position: Q1 2026 in Review

Ameritas Advisory Services opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2026: 8,166 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SUSB as recently as Q2 2025.

Ameritas Advisory Services first reported a position in SUSB in Q4 2021 and has held it in 14 quarters since. The position peaked at $449K in Q3 2023. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Ameritas Advisory Services held 8,166 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $205K as of Q1 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Ameritas Advisory Services position in Q1 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #915 holding.
Ameritas Advisory Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
Ameritas Advisory Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $449K in Q3 2023.
309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.