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Better Money Decisions’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Better Money Decisions’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 		$1.74M Buy
69,075
+1,678
+2% +$41.8K 1.06% 20
2025
Q1 		$1.68M Buy
67,397
+2,343
+4% +$58.2K 1.12% 19
2024
Q4 		$1.61M Sell
65,054
-3,613
-5% -$89.8K 1.11% 18
2024
Q3 		$1.73M Sell
68,667
-13,356
-16% -$332K 1.23% 17
2024
Q2 		$2.01M Buy
82,023
+1,865
+2% +$45.4K 1.51% 15
2024
Q1 		$1.96M Sell
80,158
-5
-0% -$122 1.56% 15
2023
Q4 		$1.96M Sell
80,163
-2,792
-3% -$66.9K 1.63% 15
2023
Q3 		$1.97M Buy
82,955
+501
+0.6% +$12K 1.74% 14
2023
Q2 		$1.97M Sell
82,454
-1,299
-2% -$31.2K 1.61% 14
2023
Q1 		$2.02M Buy
83,753
+22,809
+37% +$546K 1.7% 14
2022
Q4 		$1.45M Buy
60,944
+3,051
+5% +$72K 1.26% 18
2022
Q3 		$1.36M Buy
57,893
+1,875
+3% +$45.1K 1.32% 16
2022
Q2 		$1.35M Buy
56,018
+14,160
+34% +$343K 1.14% 16
2022
Q1 		$1.03M Buy
41,858
+500
+1% +$12.5K 0.97% 20
2021
Q4 		$1.06M Sell
41,358
-1,845
-4% -$47.5K 0.89% 22
2021
Q3 		$1.12M Buy
43,203
+1,345
+3% +$35K 0.92% 20
2021
Q2 		$1.09M Buy
41,858
+10,211
+32% +$266K 0.97% 19
2021
Q1 		$822K Buy
+31,647
New +$825K 0.85% 21

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Better Money Decisions's SUSB Position: Q2 2025 in Review

Better Money Decisions increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.5% in Q2 2025, buying an estimated $41.8K and bringing the position to 69,075 shares worth $1.74M. The position accounts for 1.06% of the portfolio, ranked #20.

Better Money Decisions first reported a position in SUSB in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.02M in Q1 2023. 293 funds tracked by Wall St. Rank hold SUSB as of Q2 2025.

  • Better Money Decisions held 69,075 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.74M as of Q2 2025.
  • Better Money Decisions bought 1,678 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2025, an estimated $41.8K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 1.06% of Better Money Decisions's portfolio in Q2 2025, its #20 holding.
  • Better Money Decisions first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • Better Money Decisions's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.02M in Q1 2023.
  • 293 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.