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

Empirical Wealth 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
2026
Q3 		$2.29M Buy
93,900
+3,027
+3% +$75K 0.03% 269
2026
Q2 		$2.27M Buy
90,873
+3,908
+4% +$97.7K 0.03% 249
2026
Q1 		$2.18M Buy
86,965
+1,444
+2% +$36.4K 0.04% 243
2025
Q4 		$2.16M Buy
85,521
+1,224
+1% +$30.9K 0.04% 241
2025
Q3 		$2.13M Buy
84,297
+2,570
+3% +$64.7K 0.04% 234
2025
Q2 		$2.06M Buy
81,727
+2,848
+4% +$71K 0.05% 230
2025
Q1 		$1.97M Sell
78,879
-6,931
-8% -$172K 0.05% 212
2024
Q4 		$2.12M Buy
85,810
+5,177
+6% +$129K 0.06% 191
2024
Q3 		$2.03M Sell
80,633
-1,996
-2% -$49.6K 0.06% 189
2024
Q2 		$2.02M Buy
82,629
+5,110
+7% +$125K 0.06% 180
2024
Q1 		$1.9M Sell
77,519
-547
-0.7% -$13.4K 0.06% 182
2023
Q4 		$1.91M Buy
78,066
+1,933
+3% +$46.3K 0.06% 172
2023
Q3 		$1.81M Buy
76,133
+2,009
+3% +$47.9K 0.07% 165
2023
Q2 		$1.77M Buy
74,124
+4,236
+6% +$102K 0.07% 169
2023
Q1 		$1.68M Buy
69,888
+11,339
+19% +$271K 0.07% 157
2022
Q4 		$1.39M Buy
58,549
+2,682
+5% +$63.3K 0.07% 171
2022
Q3 		$1.31M Sell
55,867
-4,343
-7% -$104K 0.07% 171
2022
Q2 		$1.45M Buy
60,210
+2,179
+4% +$52.9K 0.08% 166
2022
Q1 		$1.43M Buy
58,031
+24,858
+75% +$624K 0.07% 169
2021
Q4 		$851K Buy
33,173
+8,149
+33% +$210K 0.04% 246
2021
Q3 		$650K Buy
25,024
+6,456
+35% +$168K 0.04% 249
2021
Q2 		$484K Buy
18,568
+10,085
+119% +$263K 0.03% 305
2021
Q1 		$220K Buy
+8,483
New +$221K 0.02% 361

Other funds holding SUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Empirical Wealth Management's SUSB Position: Q3 2026 in Review

Empirical Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.3% in Q3 2026, buying an estimated $75K and bringing the position to 93,900 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #269.

Empirical Wealth Management first reported a position in SUSB in Q1 2021 and has held it in 23 quarters since. 325 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Empirical Wealth Management held 93,900 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.29M as of Q3 2026.
  • Empirical Wealth Management bought 3,027 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $75K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Empirical Wealth Management's portfolio in Q3 2026, its #269 holding.
  • Empirical Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • 325 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.