AWE
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Avidian Wealth Enterprises’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Avidian Wealth Enterprises’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 		$689K Buy
28,203
+319
+1% +$7.9K 0.02% 410
2026
Q2 		$697K Buy
27,884
+3,493
+14% +$87.3K 0.02% 406
2026
Q1 		$611K Buy
24,391
+180
+0.7% +$4.54K 0.02% 397
2025
Q4 		$611K Buy
24,211
+361
+2% +$9.12K 0.02% 330
2025
Q3 		$604K Buy
23,850
+5,203
+28% +$131K 0.02% 330
2025
Q2 		$469K Sell
18,647
-40
-0.2% -$997 0.02% 347
2025
Q1 		$467K Buy
18,687
+135
+0.7% +$3.35K 0.02% 319
2024
Q4 		$458K Buy
18,552
+5,207
+39% +$129K 0.02% 314
2024
Q3 		$336K Buy
13,345
+131
+1% +$3.26K 0.02% 376
2024
Q2 		$324K Buy
13,214
+119
+0.9% +$2.9K 0.01% 379
2024
Q1 		$321K Buy
13,095
+72
+0.6% +$1.76K 0.02% 346
2023
Q4 		$319K Buy
13,023
+136
+1% +$3.26K 0.02% 329
2023
Q3 		$306K Buy
+12,887
New +$308K 0.02% 322

Other funds holding SUSB

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Avidian Wealth Enterprises's SUSB Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.1% in Q3 2026, buying an estimated $7.9K and bringing the position to 28,203 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #410.

Avidian Wealth Enterprises first reported a position in SUSB in Q3 2023 and has held it in 13 quarters since. The position peaked at $697K in Q2 2026. 14 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Avidian Wealth Enterprises held 28,203 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $689K as of Q3 2026.
  • Avidian Wealth Enterprises bought 319 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $7.9K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #410 holding.
  • Avidian Wealth Enterprises first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Avidian Wealth Enterprises's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $697K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.