Atria Wealth Solutions’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Atria Wealth Solutions’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 Q2	$217K	Sell	8,681 -405	-4%	-$10.1K	﹤0.01%	1346
2025 Q1	$227K	Sell	9,086 -54,217	-86%	-$1.35M	﹤0.01%	1648
2024 Q4	$1.56M	Buy	63,303 +2,139	+3%	+$53.1K	0.02%	738
2024 Q3	$1.54M	Buy	+61,164	New	+$1.52M	0.02%	739
2024 Q2	–	Sell	-17,601	Closed	-$431K	–	2057
2024 Q1	$431K	Sell	17,601 -1,449	-8%	-$35.4K	﹤0.01%	1338
2023 Q4	$466K	Buy	19,050 +743	+4%	+$17.8K	0.01%	1251
2023 Q3	$435K	Sell	18,307 -10,792	-37%	-$258K	0.01%	1196
2023 Q2	$696K	Sell	29,099 -1,159	-4%	-$27.8K	0.01%	1009
2023 Q1	$728K	Sell	30,258 -18,633	-38%	-$446K	0.01%	950
2022 Q4	$1.16M	Buy	48,891 +24,118	+97%	+$569K	0.02%	685
2022 Q3	$582K	Sell	24,773 -139	-0.6%	-$3.34K	0.01%	942
2022 Q2	$600K	Sell	24,912 -1,466	-6%	-$35.6K	0.01%	886
2022 Q1	$649K	Buy	+26,378	New	+$662K	0.01%	924

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Atria Wealth Solutions's SUSB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.5% in Q2 2025, selling an estimated $10.1K and leaving 8,681 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Atria Wealth Solutions first reported a position in SUSB in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.56M in Q4 2024. 294 funds tracked by Wall St. Rank hold SUSB as of Q2 2025.

Atria Wealth Solutions held 8,681 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $217K as of Q2 2025.
Atria Wealth Solutions sold 405 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2025, an estimated $10.1K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1346 holding.
Atria Wealth Solutions first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.56M in Q4 2024.
294 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.