Bank Julius Baer & Co
SUSB icon

Bank Julius Baer & Co’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bank Julius Baer & Co’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
-14,800
Closed -$374K – 716
2025
Q4 		$374K Sell
14,800
-38,933
-72% -$984K ﹤0.01% 443
2025
Q3 		$1.36M Buy
53,733
+27,733
+107% +$698K ﹤0.01% 353
2025
Q2 		$654K Hold
26,000
– – ﹤0.01% 358
2025
Q1 		$650K Buy
26,000
+2,440
+10% +$60.6K ﹤0.01% 341
2024
Q4 		$642K Buy
23,560
+1,628
+7% +$40.4K ﹤0.01% 337
2024
Q3 		$654K Sell
21,932
-17,605
-45% -$438K ﹤0.01% 312
2024
Q2 		$1.08M Sell
39,537
-4,463
-10% -$109K ﹤0.01% 235
2024
Q1 		$1.08M Hold
44,000
– – ﹤0.01% 261
2023
Q4 		$1.08M Sell
44,000
-541
-1% -$13K ﹤0.01% 277
2023
Q3 		$1.06M Buy
44,541
+1,350
+3% +$32.2K 0.01% 257
2023
Q2 		$1.03M Sell
43,191
-809
-2% -$19.4K 0.01% 267
2023
Q1 		$1.06M Hold
44,000
– – 0.01% 266
2022
Q4 		$1.05M Buy
44,000
+694
+2% +$16.4K 0.01% 261
2022
Q3 		$1.02M Sell
43,306
-694
-2% -$16.7K 0.01% 250
2022
Q2 		$1.06M Hold
44,000
– – 0.01% 269
2022
Q1 		$1.08M Hold
44,000
– – 0.01% 276
2021
Q4 		$1.13M Hold
44,000
– – 0.01% 333
2021
Q3 		$1.14M Buy
44,000
+8
+0% +$208 0.01% 317
2021
Q2 		$1.15M Buy
+43,992
New +$1.15M 0.01% 333

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank Julius Baer & Co's SUSB Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2026, closing a stake of 14,800 shares — an estimated $374K sold.

Bank Julius Baer & Co first reported a position in SUSB in Q2 2021 and held it in 19 quarters. The position peaked at $1.36M in Q3 2025. 312 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Bank Julius Baer & Co reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 14,800 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $374K.
  • Bank Julius Baer & Co first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 19 quarters.
  • Bank Julius Baer & Co's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.36M in Q3 2025.
  • 312 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.