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

Atomi Financial 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
Q1 		– Sell
-10,419
Closed -$263K – 1315
2025
Q4 		$263K Sell
10,419
-424
-4% -$10.7K 0.01% 1008
2025
Q3 		$274K Buy
10,843
+1,278
+13% +$32.2K 0.01% 942
2025
Q2 		$241K Buy
9,565
+725
+8% +$18.1K 0.01% 941
2025
Q1 		$221K Buy
+8,840
New +$219K 0.01% 932

Other funds holding SUSB

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atomi Financial Group's SUSB Position: Q1 2026 in Review

Atomi Financial Group sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2026, closing a stake of 10,419 shares — an estimated $263K sold.

Atomi Financial Group first reported a position in SUSB in Q1 2025 and held it in 4 quarters. The position peaked at $274K in Q3 2025. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Atomi Financial Group reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 10,419 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $263K.
  • Atomi Financial Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
  • Atomi Financial Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $274K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.