Arlington Financial Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Arlington Financial 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	$4.49M	Buy	179,508 +991	+0.6%	+$24.8K	0.57%	39
2026 Q1	$4.47M	Buy	178,517 +18,478	+12%	+$466K	0.64%	38
2025 Q4	$4.04M	Sell	160,039 -4,177	-3%	-$106K	0.58%	41
2025 Q3	$4.16M	Buy	164,216 +1,165	+0.7%	+$29.3K	0.61%	38
2025 Q2	$4.1M	Sell	163,051 -7,813	-5%	-$195K	0.67%	41
2025 Q1	$4.27M	Buy	170,864 +2,033	+1%	+$50.5K	0.75%	37
2024 Q4	$4.17M	Buy	168,831 +5,696	+3%	+$141K	0.83%	36
2024 Q3	$4.1M	Buy	163,135 +7,453	+5%	+$185K	0.84%	34
2024 Q2	$3.81M	Buy	155,682 +16,895	+12%	+$412K	0.84%	31
2024 Q1	$3.4M	Buy	138,787 +10,238	+8%	+$250K	0.75%	36
2023 Q4	$3.15M	Buy	128,549 +2,828	+2%	+$67.8K	0.94%	34
2023 Q3	$2.99M	Sell	125,721 -3,735	-3%	-$89.1K	1.06%	32
2023 Q2	$3.1M	Buy	129,456 +12,692	+11%	+$305K	1.13%	28
2023 Q1	$2.81M	Sell	116,764 -10,409	-8%	-$249K	1.08%	30
2022 Q4	$3.02M	Sell	127,173 -13,474	-10%	-$318K	1.27%	23
2022 Q3	$3.3M	Sell	140,647 -2,407	-2%	-$57.9K	1.68%	17
2022 Q2	$3.45M	Sell	143,054 -2,248	-2%	-$54.5K	1.55%	16
2022 Q1	$3.58M	Buy	145,302 +19,907	+16%	+$500K	1.36%	21
2021 Q4	$3.22M	Sell	125,395 -7,574	-6%	-$195K	1.09%	31
2021 Q3	$3.46M	Buy	132,969 +4,651	+4%	+$121K	1.35%	26
2021 Q2	$3.34M	Buy	128,318 +6,938	+6%	+$181K	1.27%	28
2021 Q1	$3.15M	Buy	121,380 +26,191	+28%	+$683K	1.28%	26
2020 Q4	$2.49M	Buy	95,189 +12,509	+15%	+$327K	1.05%	28
2020 Q3	$2.16M	Buy	82,680 +64,930	+366%	+$1.69M	1.11%	28
2020 Q2	$462K	Buy	17,750 +3,581	+25%	+$91.7K	0.26%	45
2020 Q1	$353K	Buy	14,169 +203	+1%	+$5.13K	0.25%	44
2019 Q4	$355K	Buy	13,966 +3,300	+31%	+$83.9K	0.2%	45
2019 Q3	$271K	Buy	10,666 +2,305	+28%	+$58.5K	0.15%	46
2019 Q2	$212K	Buy	+8,361	New	+$209K	0.12%	51

Other funds holding SUSB

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

Arlington Financial Advisors's SUSB Position: Q2 2026 in Review

Arlington Financial Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.56% in Q2 2026, buying an estimated $24.8K and bringing the position to 179,508 shares worth $4.49M. The position accounts for 0.57% of the portfolio, ranked #39.

Arlington Financial Advisors first reported a position in SUSB in Q2 2019 and has held it in 29 quarters since. 82 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Arlington Financial Advisors held 179,508 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $4.49M as of Q2 2026.
Arlington Financial Advisors bought 991 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $24.8K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.57% of Arlington Financial Advisors's portfolio in Q2 2026, its #39 holding.
Arlington Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
82 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.