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

Apella Capital’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 		$7.14M Buy
287,037
+5,649
+2% +$141K 0.1% 140
2026
Q1 		$7.08M Buy
281,388
+21,294
+8% +$537K 0.11% 136
2025
Q4 		$6.56M Buy
260,094
+25,390
+11% +$641K 0.13% 119
2025
Q3 		$5.95M Buy
234,704
+8,057
+4% +$203K 0.13% 112
2025
Q2 		$5.67M Buy
226,647
+6,854
+3% +$171K 0.15% 105
2025
Q1 		$5.45M Sell
219,793
-248
-0.1% -$6.16K 0.19% 89
2024
Q4 		$5.44M Buy
220,041
+17,165
+8% +$426K 0.21% 75
2024
Q3 		$5.09M Sell
202,876
-1,834
-0.9% -$45.6K 0.21% 66
2024
Q2 		$5.02M Buy
204,710
+1,335
+0.7% +$32.5K 0.22% 65
2024
Q1 		$4.96M Buy
203,375
+24,343
+14% +$595K 0.25% 66
2023
Q4 		$4.37M Sell
179,032
-8,253
-4% -$198K 0.24% 69
2023
Q3 		$4.45M Buy
187,285
+9,174
+5% +$219K 0.31% 56
2023
Q2 		$4.26M Buy
+178,111
New +$4.28M 0.3% 56
2022
Q4 		$4.12M Buy
173,300
+14,180
+9% +$335K 0.38% 53
2022
Q3 		$3.74M Buy
159,120
+4,744
+3% +$114K 0.44% 51
2022
Q2 		$3.72M Buy
154,376
+18,917
+14% +$459K 0.44% 48
2022
Q1 		$3.34M Buy
135,459
+6,200
+5% +$156K 0.47% 44
2021
Q4 		$3.31M Buy
129,259
+14,839
+13% +$382K 0.42% 44
2021
Q3 		$2.97M Buy
114,420
+11,091
+11% +$289K 0.43% 50
2021
Q2 		$2.69M Buy
103,329
+18,105
+21% +$471K 0.44% 49
2021
Q1 		$2.21M Buy
85,224
+42,639
+100% +$1.11M 0.7% 34
2020
Q4 		$1.11M Buy
42,585
+13,770
+48% +$359K 0.39% 57
2020
Q3 		$752K Buy
28,815
+11,045
+62% +$288K 0.3% 65
2020
Q2 		$462K Buy
17,770
+1,990
+13% +$51K 0.22% 80
2020
Q1 		$393K Buy
+15,780
New +$398K 0.23% 74

Other funds holding SUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Apella Capital's SUSB Position: Q2 2026 in Review

Apella Capital increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2% in Q2 2026, buying an estimated $141K and bringing the position to 287,037 shares worth $7.14M. The position accounts for 0.1% of the portfolio, ranked #140.

Apella Capital first reported a position in SUSB in Q1 2020 and has held it in 25 quarters since. 157 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Apella Capital held 287,037 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $7.14M as of Q2 2026.
  • Apella Capital bought 5,649 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $141K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.1% of Apella Capital's portfolio in Q2 2026, its #140 holding.
  • Apella Capital first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

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