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

CAPTRUST Financial Advisors’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 		$1.07M Sell
43,895
-383
-0.9% -$9.48K ﹤0.01% 1738
2026
Q2 		$1.11M Buy
44,278
+1,228
+3% +$30.7K ﹤0.01% 1695
2026
Q1 		$1.08M Buy
43,050
+4,219
+11% +$106K ﹤0.01% 1576
2025
Q4 		$980K Buy
38,831
+384
+1% +$9.7K ﹤0.01% 1519
2025
Q3 		$973K Sell
38,447
-2,911
-7% -$73.3K ﹤0.01% 1443
2025
Q2 		$1.04M Buy
41,358
+30
+0.1% +$748 ﹤0.01% 1333
2025
Q1 		$1.03M Buy
+41,328
New +$1.03M ﹤0.01% 1251
2024
Q4 		– Sell
-8,167
Closed -$205K – 2395
2024
Q3 		$205K Buy
+8,167
New +$203K ﹤0.01% 2116
2024
Q1 		– Sell
-10,333
Closed -$253K – 2612
2023
Q4 		$253K Sell
10,333
-284
-3% -$6.81K ﹤0.01% 2223
2023
Q3 		$252K Sell
10,617
-1,069
-9% -$25.5K ﹤0.01% 2125
2023
Q2 		$279K Sell
11,686
-1,184
-9% -$28.4K ﹤0.01% 2029
2023
Q1 		$310K Sell
12,870
-14,608
-53% -$350K ﹤0.01% 1724
2022
Q4 		$653K Sell
27,478
-19,888
-42% -$469K ﹤0.01% 1191
2022
Q3 		$1.11M Buy
47,366
+2,042
+5% +$49.1K 0.01% 868
2022
Q2 		$1.09M Buy
45,324
+15,851
+54% +$385K 0.01% 790
2022
Q1 		$726K Buy
29,473
+2,475
+9% +$62.1K ﹤0.01% 975
2021
Q4 		$693K Buy
26,998
+4,089
+18% +$105K ﹤0.01% 971
2021
Q3 		$595K Buy
22,909
+2,648
+13% +$68.9K ﹤0.01% 958
2021
Q2 		$528K Buy
20,261
+8,890
+78% +$231K ﹤0.01% 961
2021
Q1 		$295K Buy
+11,371
New +$296K ﹤0.01% 1240

Other funds holding SUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors's SUSB Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.86% in Q3 2026, selling an estimated $9.48K and leaving 43,895 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

CAPTRUST Financial Advisors first reported a position in SUSB in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q3 2022. 265 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • CAPTRUST Financial Advisors held 43,895 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.07M as of Q3 2026.
  • CAPTRUST Financial Advisors sold 383 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $9.48K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1738 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • CAPTRUST Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.11M in Q3 2022.
  • 265 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.