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

Clearstead Trust’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
Q1 		– Sell
-1,572
Closed -$39.7K – 1037
2025
Q4 		$39.7K Hold
1,572
– – 0.01% 358
2025
Q3 		$39.8K Sell
1,572
-1,572
-50% -$39.6K 0.01% 340
2025
Q2 		$79.1K Buy
+3,144
New +$78.4K 0.02% 269

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Trust's SUSB Position: Q1 2026 in Review

Clearstead Trust sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2026, closing a stake of 1,572 shares — an estimated $39.7K sold.

Clearstead Trust first reported a position in SUSB in Q2 2025 and held it in 3 quarters. The position peaked at $79.1K in Q2 2025. 311 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Clearstead Trust reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Clearstead Trust sold 1,572 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $39.7K.
  • Clearstead Trust first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
  • Clearstead Trust's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $79.1K in Q2 2025.
  • 311 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.