EPM
SUSB icon

Elm Partners Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Elm Partners Management’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 		– Sell
-10,819
Closed -$274K – 160
2025
Q3 		$274K Buy
+10,819
New +$272K 0.01% 128

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elm Partners Management's SUSB Position: Q4 2025 in Review

Elm Partners Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025, closing a stake of 10,819 shares — an estimated $274K sold.

Elm Partners Management first reported a position in SUSB in Q3 2025 and held it in 1 quarter. The position peaked at $274K in Q3 2025. 307 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

  • Elm Partners Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Elm Partners Management sold 10,819 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $274K.
  • Elm Partners Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Elm Partners Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $274K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on Elm Partners Management's 13F filing for Q4 2025, filed 10 Feb 2026.