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

Clarius Group LLC’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 Q4	$1.5M	Buy	59,424 +1,989	+3%	+$50.2K	0.09%	92
2025 Q3	$1.45M	Hold	57,435	–	–	0.09%	96
2025 Q2	$1.45M	Sell	57,435 -807	-1%	-$20.1K	0.08%	106
2025 Q1	$1.46M	Buy	58,242 +48,910	+524%	+$1.21M	0.09%	94
2024 Q4	$231K	Buy	+9,332	New	+$232K	0.02%	391
2022 Q4	–	Sell	-188,337	Closed	-$4.42M	–	533
2022 Q3	$4.42M	Hold	188,337	–	–	0.44%	31
2022 Q2	$4.54M	Buy	188,337 +42,669	+29%	+$1.04M	0.45%	28
2022 Q1	$3.74M	Hold	145,668	–	–	0.3%	42
2021 Q4	$3.74M	Buy	145,668 +13,359	+10%	+$344K	0.3%	42
2021 Q3	$3.44M	Buy	132,309 +1	+0%	+$26	0.31%	41
2021 Q2	$3.44M	Buy	132,308 +230	+0.2%	+$5.99K	0.31%	40
2021 Q1	$3.43M	Buy	+132,078	New	+$3.44M	0.34%	36

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clarius Group LLC's SUSB Position: Q4 2025 in Review

Clarius Group LLC increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.5% in Q4 2025, buying an estimated $50.2K and bringing the position to 59,424 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #92.

Clarius Group LLC first reported a position in SUSB in Q1 2021 and has held it in 12 quarters since. The position peaked at $4.54M in Q2 2022. 307 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

Clarius Group LLC held 59,424 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.5M as of Q4 2025.
Clarius Group LLC bought 1,989 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $50.2K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.09% of Clarius Group LLC's portfolio in Q4 2025, its #92 holding.
Clarius Group LLC first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 12 quarters since.
Clarius Group LLC's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $4.54M in Q2 2022.
307 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.