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

Continuum Advisory’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	$523K	Buy	20,854 +143	+0.7%	+$3.6K	0.05%	275
2025 Q4	$523K	Buy	20,711 +4,444	+27%	+$112K	0.05%	271
2025 Q3	$412K	Buy	16,267 +1,846	+13%	+$46.5K	0.04%	305
2025 Q2	$363K	Sell	14,421 -788	-5%	-$19.6K	0.04%	310
2025 Q1	$380K	Sell	15,209 -1,077	-7%	-$26.7K	0.05%	277
2024 Q4	$402K	Buy	16,286 +377	+2%	+$9.37K	0.05%	274
2024 Q3	$393K	Buy	15,909 +746	+5%	+$18.6K	0.05%	281
2024 Q2	$371K	Buy	15,163 +49	+0.3%	+$1.19K	0.05%	268
2024 Q1	$368K	Buy	15,114 +3,480	+30%	+$85K	0.06%	264
2023 Q4	$285K	Buy	+11,634	New	+$279K	0.04%	379

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Continuum Advisory's SUSB Position: Q1 2026 in Review

Continuum Advisory increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.69% in Q1 2026, buying an estimated $3.6K and bringing the position to 20,854 shares worth $523K. The position accounts for 0.05% of the portfolio, ranked #275.

Continuum Advisory first reported a position in SUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $523K in Q4 2025. 310 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Continuum Advisory held 20,854 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $523K as of Q1 2026.
Continuum Advisory bought 143 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $3.6K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.05% of Continuum Advisory's portfolio in Q1 2026, its #275 holding.
Continuum Advisory first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Continuum Advisory's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $523K in Q4 2025.
310 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.