Avantax Advisory Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Avantax Advisory Services’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	$289K	Sell	11,476 -102	-0.9%	-$2.54K	﹤0.01%	1935
2025 Q1	$289K	Sell	11,578 -3,510	-23%	-$87.1K	﹤0.01%	1855
2024 Q4	$373K	Sell	15,088 -2,172	-13%	-$54K	﹤0.01%	1636
2024 Q3	$434K	Buy	17,260 +6,401	+59%	+$159K	﹤0.01%	1511
2024 Q2	$266K	Sell	10,859 -325	-3%	-$7.92K	﹤0.01%	1773
2024 Q1	$274K	Buy	+11,184	New	+$273K	﹤0.01%	1353

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Avantax Advisory Services's SUSB Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.88% in Q2 2025, selling an estimated $2.54K and leaving 11,476 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Avantax Advisory Services first reported a position in SUSB in Q1 2024 and has held it in 6 quarters since. The position peaked at $434K in Q3 2024. 293 funds tracked by Wall St. Rank hold SUSB as of Q2 2025.

Avantax Advisory Services held 11,476 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $289K as of Q2 2025.
Avantax Advisory Services sold 102 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2025, an estimated $2.54K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1935 holding.
Avantax Advisory Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2024 and has held it in 6 quarters since.
Avantax Advisory Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $434K in Q3 2024.
293 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.