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Bartlett & Co Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bartlett & Co Wealth Management’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 		$2.37M Buy
94,598
+9,402
+11% +$237K 0.03% 194
2025
Q4 		$2.15M Buy
85,196
+6,231
+8% +$157K 0.03% 196
2025
Q3 		$2M Buy
78,965
+6
+0% +$151 0.03% 204
2025
Q2 		$1.99M Buy
78,959
+2,043
+3% +$50.9K 0.03% 199
2025
Q1 		$1.92M Buy
76,916
+1,451
+2% +$36K 0.03% 195
2024
Q4 		$1.86M Buy
75,465
+6,154
+9% +$153K 0.03% 200
2024
Q3 		$1.74M Sell
69,311
-379
-0.5% -$9.43K 0.03% 208
2024
Q2 		$1.71M Buy
69,690
+3,997
+6% +$97.4K 0.03% 207
2024
Q1 		$1.61M Buy
65,693
+1,817
+3% +$44.4K 0.02% 216
2023
Q4 		$1.56M Buy
63,876
+1,762
+3% +$42.2K 0.03% 228
2023
Q3 		$1.48M Sell
62,114
-1,742
-3% -$41.6K 0.03% 223
2023
Q2 		$1.53M Sell
63,856
-370
-0.6% -$8.89K 0.03% 226
2023
Q1 		$1.55M Sell
64,226
-246
-0.4% -$5.89K 0.03% 194
2022
Q4 		$1.53M Sell
64,472
-3,079
-5% -$72.7K 0.03% 196
2022
Q3 		$1.59M Buy
67,551
+1,257
+2% +$30.2K 0.03% 186
2022
Q2 		$1.6M Sell
66,294
-1,659
-2% -$40.2K 0.03% 181
2022
Q1 		$1.67M Buy
67,953
+3,280
+5% +$82.3K 0.03% 186
2021
Q4 		$1.66M Buy
64,673
+2,136
+3% +$55K 0.03% 195
2021
Q3 		$1.62M Buy
62,537
+3,929
+7% +$102K 0.03% 180
2021
Q2 		$1.53M Buy
58,608
+25,914
+79% +$675K 0.03% 190
2021
Q1 		$849K Buy
32,694
+655
+2% +$17.1K 0.02% 214
2020
Q4 		$839K Buy
32,039
+7,420
+30% +$194K 0.02% 214
2020
Q3 		$643K Buy
24,619
+1,064
+5% +$27.8K 0.02% 223
2020
Q2 		$613K Buy
+23,555
New +$603K 0.02% 223

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bartlett & Co Wealth Management's SUSB Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 11% in Q1 2026, buying an estimated $237K and bringing the position to 94,598 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #194.

Bartlett & Co Wealth Management first reported a position in SUSB in Q2 2020 and has held it in 24 quarters since. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Bartlett & Co Wealth Management held 94,598 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.37M as of Q1 2026.
  • Bartlett & Co Wealth Management bought 9,402 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $237K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #194 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.