BayBridge Capital Group
SUSB icon

BayBridge Capital Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

BayBridge Capital Group’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 		$243K Buy
9,949
+569
+6% +$14.1K 0.13% 95
2026
Q2 		$234K Buy
+9,380
New +$234K 0.12% 93

Other funds holding SUSB

Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWD
Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

BayBridge Capital Group's SUSB Position: Q3 2026 in Review

BayBridge Capital Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 6.1% in Q3 2026, buying an estimated $14.1K and bringing the position to 9,949 shares worth $243K. The position accounts for 0.13% of the portfolio, ranked #95.

BayBridge Capital Group first reported a position in SUSB in Q2 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • BayBridge Capital Group held 9,949 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $243K as of Q3 2026.
  • BayBridge Capital Group bought 569 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $14.1K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.13% of BayBridge Capital Group's portfolio in Q3 2026, its #95 holding.
  • BayBridge Capital Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on BayBridge Capital Group's 13F filing for Q3 2026, filed 13 Oct 2026.