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

Birchbrook’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 Q2	$1.09M	Buy	43,642 +1,890	+5%	+$47.2K	0.51%	36
2026 Q1	$1.05M	Buy	41,752 +1,406	+3%	+$35.4K	0.51%	38
2025 Q4	$1.02M	Buy	40,346 +3,469	+9%	+$87.6K	0.51%	38
2025 Q3	$933K	Sell	36,877 -1,611	-4%	-$40.6K	0.48%	38
2025 Q2	$969K	Buy	38,488 +6,793	+21%	+$169K	0.52%	38
2025 Q1	$792K	Buy	31,695 +13,033	+70%	+$324K	0.45%	42
2024 Q4	$461K	Sell	18,662 -855	-4%	-$21.2K	0.26%	47
2024 Q3	$491K	Sell	19,517 -1,966	-9%	-$48.9K	0.27%	48
2024 Q2	$526K	Sell	21,483 -666	-3%	-$16.2K	0.32%	48
2024 Q1	$542K	Buy	22,149 +603	+3%	+$14.7K	0.32%	46
2023 Q4	$527K	Buy	+21,546	New	+$516K	0.35%	48

Other funds holding SUSB

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return