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

Diversified Enterprises’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	$646K	Buy	26,460 +1,126	+4%	+$27.9K	0.03%	232
2026 Q2	$633K	Sell	25,334 -6	-0%	-$150	0.03%	215
2026 Q1	$635K	Buy	25,340 +2,003	+9%	+$50.5K	0.03%	209
2025 Q4	$589K	Buy	23,337 +436	+2%	+$11K	0.04%	195
2025 Q3	$580K	Sell	22,901 -58	-0.3%	-$1.46K	0.04%	145
2025 Q2	$578K	Buy	22,959 +6,298	+38%	+$157K	0.04%	149
2025 Q1	$416K	Sell	16,661 -3,189	-16%	-$79.2K	0.04%	178
2024 Q4	$490K	Buy	19,850 +4,689	+31%	+$116K	0.05%	131
2024 Q3	$381K	Buy	+15,161	New	+$377K	0.04%	145

Other funds holding SUSB

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 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

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Diversified Enterprises's SUSB Position: Q3 2026 in Review

Diversified Enterprises increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.4% in Q3 2026, buying an estimated $27.9K and bringing the position to 26,460 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #232.

Diversified Enterprises first reported a position in SUSB in Q3 2024 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Diversified Enterprises held 26,460 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $646K as of Q3 2026.
Diversified Enterprises bought 1,126 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $27.9K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #232 holding.
Diversified Enterprises first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
139 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.