Atomic Invest LLC’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Atomic Invest LLC’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
2025 Q4	$5.12M	Buy	+202,576	New	+$5.12M	2.88%	9

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atomic Invest LLC's SUSB Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025: 202,576 shares worth $5.12M. The stake represents 2.88% of the portfolio and ranks #9 among its holdings.

308 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

Atomic Invest LLC held 202,576 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $5.12M as of Q4 2025.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Atomic Invest LLC position in Q4 2025.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 2.88% of Atomic Invest LLC's portfolio in Q4 2025, its #9 holding.
308 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.