Corient Private Wealth
SUSB icon

Corient Private Wealth’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Corient Private Wealth’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 		$3.7M Sell
147,585
-138,133
-48% -$3.48M 0.01% 960
2025
Q4 		$7.21M Buy
285,718
+155,020
+119% +$3.92M ﹤0.01% 890
2025
Q3 		$3.31M Sell
130,698
-3,971
-3% -$100K 0.01% 860
2025
Q2 		$3.39M Sell
134,669
-14,264
-10% -$356K ﹤0.01% 832
2025
Q1 		$3.72M Buy
148,933
+33,328
+29% +$827K 0.01% 765
2024
Q4 		$2.86M Sell
115,605
-20,925
-15% -$520K ﹤0.01% 871
2024
Q3 		$3.44M Buy
136,530
+25,300
+23% +$629K 0.01% 873
2024
Q2 		$2.72M Sell
111,230
-8,414
-7% -$205K ﹤0.01% 898
2024
Q1 		$2.93M Buy
119,644
+50,980
+74% +$1.25M 0.01% 857
2023
Q4 		$1.68M Sell
68,664
-2,082
-3% -$49.9K ﹤0.01% 1081
2023
Q3 		$1.68M Sell
70,746
-1,260
-2% -$30.1K ﹤0.01% 982
2023
Q2 		$1.72M Sell
72,006
-15,305
-18% -$368K ﹤0.01% 947
2023
Q1 		$2.1M Buy
87,311
+46,593
+114% +$1.11M 0.01% 826
2022
Q4 		$968K Buy
+40,718
New +$961K ﹤0.01% 926

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Corient Private Wealth's SUSB Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 48% in Q1 2026, selling an estimated $3.48M and leaving 147,585 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #960.

Corient Private Wealth first reported a position in SUSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.21M in Q4 2025. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Corient Private Wealth held 147,585 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.7M as of Q1 2026.
  • Corient Private Wealth sold 138,133 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $3.48M.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #960 holding.
  • Corient Private Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $7.21M in Q4 2025.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.