DRP
SUSB icon

Decker Retirement Planning’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Decker Retirement Planning’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 		$1.09M Buy
43,510
+2,061
+5% +$52K 0.49% 44
2025
Q4 		$1.05M Buy
41,449
+4,662
+13% +$118K 0.52% 49
2025
Q3 		$931K Sell
36,787
-2,666
-7% -$67.1K 0.51% 51
2025
Q2 		$993K Buy
39,453
+39,384
+57,078% +$982K 0.58% 40
2025
Q1 		$1.72K Hold
69
– – ﹤0.01% 182
2024
Q4 		$1.7K Buy
+69
New +$1.71K ﹤0.01% 456

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B 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 $528B 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 $501B AUM 22.01% 1-Year Est. Return