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 Q3	$7.06K	Hold	289	–	–	﹤0.01%	2168
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	–	1896
2021 Q4	$9K	Buy	+365	New	+$9.4K	﹤0.01%	1597

Other funds holding SUSB

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

CoreCap Advisors's SUSB Position: Q3 2026 in Review

CoreCap Advisors held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q3 2026 at 289 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

CoreCap Advisors first reported a position in SUSB in Q4 2021 and has held it in 10 quarters since. The position peaked at $9.3K in Q1 2025. 100 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

CoreCap Advisors held 289 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $7.06K as of Q3 2026.
CoreCap Advisors left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q3 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2168 holding.
CoreCap Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
CoreCap Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $9.3K in Q1 2025.
100 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.