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Dynamic Advisor Solutions’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Dynamic Advisor Solutions’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 		$862K Sell
35,281
-65,743
-65% -$1.63M 0.02% 500
2026
Q2 		$2.52M Buy
101,024
+445
+0.4% +$11.1K 0.07% 276
2026
Q1 		$2.52M Buy
100,579
+2,323
+2% +$58.6K 0.08% 257
2025
Q4 		$2.48M Sell
98,256
-38,143
-28% -$964K 0.08% 257
2025
Q3 		$3.45M Sell
136,399
-3,944
-3% -$99.3K 0.1% 221
2025
Q2 		$3.53M Sell
140,343
-11,504
-8% -$287K 0.11% 213
2025
Q1 		$3.79M Sell
151,847
-72,337
-32% -$1.8M 0.13% 189
2024
Q4 		$5.54M Sell
224,184
-19,406
-8% -$482K 0.24% 100
2024
Q3 		$6.13M Sell
243,590
-6,260
-3% -$156K 0.18% 135
2024
Q2 		$6.12M Sell
249,850
-13,799
-5% -$336K 0.19% 127
2024
Q1 		$6.45M Buy
263,649
+16,994
+7% +$415K 0.22% 119
2023
Q4 		$6.01M Buy
246,655
+22,335
+10% +$535K 0.22% 121
2023
Q3 		$5.33M Buy
224,320
+5,879
+3% +$140K 0.25% 109
2023
Q2 		$5.22M Buy
218,441
+16,537
+8% +$397K 0.27% 107
2023
Q1 		$4.86M Buy
201,904
+6,073
+3% +$145K 0.28% 93
2022
Q4 		$4.65M Buy
195,831
+23,946
+14% +$565K 0.32% 81
2022
Q3 		$4.04M Buy
171,885
+9,137
+6% +$220K 0.31% 78
2022
Q2 		$3.92M Buy
162,748
+6,210
+4% +$151K 0.3% 79
2022
Q1 		$3.86M Buy
156,538
+25,146
+19% +$631K 0.27% 85
2021
Q4 		$3.37M Buy
131,392
+11,343
+9% +$292K 0.24% 99
2021
Q3 		$3.12M Buy
120,049
+17,672
+17% +$460K 0.23% 99
2021
Q2 		$2.67M Buy
102,377
+15,139
+17% +$394K 0.21% 119
2021
Q1 		$2.27M Buy
87,238
+8,789
+11% +$229K 0.21% 117
2020
Q4 		$2.05M Buy
78,449
+10,212
+15% +$267K 0.19% 133
2020
Q3 		$1.78M Buy
68,237
+3,771
+6% +$98.4K 0.2% 132
2020
Q2 		$1.68M Sell
64,466
-6,171
-9% -$158K 0.23% 124
2020
Q1 		$1.76M Buy
70,637
+1,576
+2% +$39.8K 0.32% 90
2019
Q4 		$1.76M Buy
69,061
+2,200
+3% +$56K 0.24% 108
2019
Q3 		$1.7M Buy
66,861
+15,939
+31% +$404K 0.26% 98
2019
Q2 		$1.29M Buy
+50,922
New +$1.28M 0.21% 124

Other funds holding SUSB

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Dynamic Advisor Solutions's SUSB Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 65% in Q3 2026, selling an estimated $1.63M and leaving 35,281 shares worth $862K. The position accounts for 0.02% of the portfolio, ranked #500.

Dynamic Advisor Solutions first reported a position in SUSB in Q2 2019 and has held it in 30 quarters since. The position peaked at $6.45M in Q1 2024. 41 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Dynamic Advisor Solutions held 35,281 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $862K as of Q3 2026.
  • Dynamic Advisor Solutions sold 65,743 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $1.63M.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #500 holding.
  • Dynamic Advisor Solutions first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2019 and has held it in 30 quarters since.
  • Dynamic Advisor Solutions's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $6.45M in Q1 2024.
  • 41 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.