Archer Investment Corporation’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Archer Investment Corporation’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 Q4	–	Sell	-80	Closed	-$2.02K	–	1227
2025 Q3	$2.02K	Buy	+80	New	+$2.02K	﹤0.01%	998
2020 Q4	–	Sell	-5,629	Closed	-$147K	–	748
2020 Q3	$147K	Buy	5,629 +2,959	+111%	+$77.2K	0.08%	185
2020 Q2	$69.4K	Sell	2,670 -268	-9%	-$6.87K	0.04%	221
2020 Q1	$73K	Hold	2,938	–	–	0.05%	211
2019 Q4	$75K	Buy	2,938 +1,763	+150%	+$44.8K	0.04%	231
2019 Q3	$30K	Buy	+1,175	New	+$29.8K	0.02%	265

Other funds holding SUSB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $26.2B AUM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Archer Investment Corporation's SUSB Position: Q4 2025 in Review

Archer Investment Corporation sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025, closing a stake of 80 shares — an estimated $2.02K sold.

Archer Investment Corporation first reported a position in SUSB in Q3 2019 and held it in 6 quarters. The position peaked at $147K in Q3 2020. 307 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

Archer Investment Corporation reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Archer Investment Corporation sold 80 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $2.02K.
Archer Investment Corporation first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2019 and held it in 6 quarters.
Archer Investment Corporation's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $147K in Q3 2020.
307 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on Archer Investment Corporation's 13F filing for Q4 2025, filed 30 Jan 2026.