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 Q3	$1.08M	Buy	44,195 +553	+1%	+$13.7K	0.52%	36
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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Birchbrook's SUSB Position: Q3 2026 in Review

Birchbrook increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.3% in Q3 2026, buying an estimated $13.7K and bringing the position to 44,195 shares worth $1.08M. The position accounts for 0.52% of the portfolio, ranked #36.

Birchbrook first reported a position in SUSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q2 2026. 139 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Birchbrook held 44,195 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.08M as of Q3 2026.
Birchbrook bought 553 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $13.7K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.52% of Birchbrook's portfolio in Q3 2026, its #36 holding.
Birchbrook first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.09M in Q2 2026.
139 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.