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

Austin Private Wealth’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 Q1	–	Sell	-10,337	Closed	-$255K	–	316
2024 Q4	$255K	Buy	+10,337	New	+$257K	0.02%	241
2022 Q1	–	Sell	-8,933	Closed	-$229K	–	179
2021 Q4	$229K	Sell	8,933 -5,848	-40%	-$151K	0.05%	129
2021 Q3	$384K	Sell	14,781 -4,550	-24%	-$118K	0.08%	84
2021 Q2	$503K	Buy	+19,331	New	+$503K	0.12%	68

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Austin Private Wealth's SUSB Position: Q1 2025 in Review

Austin Private Wealth sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2025, closing a stake of 10,337 shares — an estimated $255K sold.

Austin Private Wealth first reported a position in SUSB in Q2 2021 and held it in 4 quarters. The position peaked at $503K in Q2 2021. 300 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

Austin Private Wealth reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Austin Private Wealth sold 10,337 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $255K.
Austin Private Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Austin Private Wealth's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $503K in Q2 2021.
300 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on Austin Private Wealth's 13F filing for Q1 2025, filed 12 May 2025.