Ascent Group
SUSB icon

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

Ascent Group’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 		$212K Buy
+8,684
New +$215K 0.01% 762
2022
Q1 		– Sell
-8,928
Closed -$227K – 466
2021
Q4 		$227K Buy
+8,928
New +$230K 0.03% 408

Other funds holding SUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Milestone Investment Advisors
Milestone Investment Advisors Middleton, Wisconsin $461M AUM 11.04% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Ascent Group's SUSB Position: Q3 2026 in Review

Ascent Group opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2026: 8,684 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Ascent Group previously reported a position in SUSB as recently as Q4 2021.

Ascent Group first reported a position in SUSB in Q4 2021 and has held it in 2 quarters since. The position peaked at $227K in Q4 2021. 209 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Ascent Group held 8,684 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $212K as of Q3 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Ascent Group position in Q3 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Ascent Group's portfolio in Q3 2026, its #762 holding.
  • Ascent Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Ascent Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $227K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Ascent Group's 13F filing for Q3 2026, filed 30 Oct 2026.