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

CoreCap 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 Q2	$7.22K	Hold	289	–	–	﹤0.01%	2183
2026 Q1	$7.24K	Hold	289	–	–	﹤0.01%	2069
2025 Q4	$7.29K	Hold	289	–	–	﹤0.01%	2082
2025 Q3	$7.32K	Hold	289	–	–	﹤0.01%	2069
2025 Q2	$7.27K	Sell	289 -83	-22%	-$2.07K	﹤0.01%	1996
2025 Q1	$9.3K	Hold	372	–	–	﹤0.01%	1847
2024 Q4	$9.19K	Buy	372 +235	+172%	+$5.84K	﹤0.01%	1805
2024 Q3	$3.45K	Buy	+137	New	+$3.41K	﹤0.01%	2064
2022 Q1	–	Sell	-365	Closed	-$9K	–	1897
2021 Q4	$9K	Buy	+365	New	+$9.4K	﹤0.01%	1597

Other funds holding SUSB

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return