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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diversified Enterprises's SUSB Position: Q1 2026 in Review

Diversified Enterprises increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 8.6% in Q1 2026, buying an estimated $50.5K and bringing the position to 25,340 shares worth $635K. The position accounts for 0.03% of the portfolio, ranked #209.

Diversified Enterprises first reported a position in SUSB in Q3 2024 and has held it in 7 quarters since. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Diversified Enterprises held 25,340 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $635K as of Q1 2026.
Diversified Enterprises bought 2,003 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $50.5K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Diversified Enterprises's portfolio in Q1 2026, its #209 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 7 quarters since.
309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.