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

Arrow Financial’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 Q3	$844K	Hold	34,545	–	–	0.08%	111
2026 Q2	$863K	Hold	34,545	–	–	0.08%	112
2026 Q1	$866K	Hold	34,545	–	–	0.09%	101
2025 Q4	$872K	Buy	34,545 +10,000	+41%	+$253K	0.09%	104
2025 Q3	$621K	Hold	24,545	–	–	0.06%	114
2025 Q2	$618K	Hold	24,545	–	–	0.07%	117
2025 Q1	$613K	Hold	24,545	–	–	0.07%	117
2024 Q4	$606K	Hold	24,545	–	–	0.06%	123
2024 Q3	$618K	Buy	24,545 +2,715	+12%	+$67.5K	0.06%	126
2024 Q2	$535K	Hold	21,830	–	–	0.05%	129
2024 Q1	$534K	Buy	21,830 +2,650	+14%	+$64.8K	0.05%	130
2023 Q4	$470K	Hold	19,180	–	–	0.05%	130
2023 Q3	$456K	Hold	19,180	–	–	0.05%	129
2023 Q2	$459K	Hold	19,180	–	–	0.06%	127
2023 Q1	$461K	Hold	19,180	–	–	0.06%	129
2022 Q4	$456K	Buy	19,180 +3,660	+24%	+$86.4K	0.06%	128
2022 Q3	$365K	Hold	15,520	–	–	0.05%	128
2022 Q2	$374K	Sell	15,520 -65,616	-81%	-$1.59M	0.05%	131
2022 Q1	$2M	Buy	81,136 +3,920	+5%	+$98.4K	0.24%	77
2021 Q4	$1.98M	Buy	77,216 +3,900	+5%	+$100K	0.23%	78
2021 Q3	$1.9M	Hold	73,316	–	–	0.25%	72
2021 Q2	$1.91M	Buy	73,316 +5,771	+9%	+$150K	0.24%	71
2021 Q1	$1.75M	Buy	+67,545	New	+$1.76M	0.23%	71

Other funds holding SUSB

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Arrow Financial's SUSB Position: Q3 2026 in Review

Arrow Financial held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q3 2026 at 34,545 shares worth $844K. The position accounts for 0.08% of the portfolio, ranked #111.

Arrow Financial first reported a position in SUSB in Q1 2021 and has held it in 23 quarters since. The position peaked at $2M in Q1 2022. 139 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Arrow Financial held 34,545 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $844K as of Q3 2026.
Arrow Financial left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q3 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.08% of Arrow Financial's portfolio in Q3 2026, its #111 holding.
Arrow Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 23 quarters since.
Arrow Financial's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2M in Q1 2022.
139 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Arrow Financial's 13F filing for Q3 2026, filed 26 Oct 2026.