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

Coldstream Capital Management’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	-7,982	Closed	-$201K	–	1256
2025 Q4	$201K	Sell	7,982 -33	-0.4%	-$834	﹤0.01%	1104
2025 Q3	$203K	Buy	+8,015	New	+$202K	﹤0.01%	1145
2025 Q2	–	Sell	-2,379	Closed	-$59.5K	–	3097
2025 Q1	$59.5K	Buy	+2,379	New	+$59.1K	﹤0.01%	1617

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Coldstream Capital Management's SUSB Position: Q1 2026 in Review

Coldstream Capital Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2026, closing a stake of 7,982 shares — an estimated $201K sold.

Coldstream Capital Management first reported a position in SUSB in Q1 2025 and held it in 3 quarters. The position peaked at $203K in Q3 2025. 312 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Coldstream Capital Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Coldstream Capital Management sold 7,982 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $201K.
Coldstream Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
Coldstream Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $203K in Q3 2025.
312 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.