Endeavor Private Wealth
SUSB icon

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

Endeavor Private Wealth’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 		$260K Sell
10,633
-14
-0.1% -$347 0.06% 186
2026
Q2 		$266K Buy
+10,647
New +$266K 0.06% 187
2025
Q1 		– Sell
-1,133
Closed -$28K – 193
2024
Q4 		$28K Buy
+1,133
New +$28.1K 0.03% 138

Other funds holding SUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return

Endeavor Private Wealth's SUSB Position: Q3 2026 in Review

Endeavor Private Wealth reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.13% in Q3 2026, selling an estimated $347 and leaving 10,633 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #186.

Endeavor Private Wealth first reported a position in SUSB in Q4 2024 and has held it in 3 quarters since. The position peaked at $266K in Q2 2026. 245 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Endeavor Private Wealth held 10,633 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $260K as of Q3 2026.
  • Endeavor Private Wealth sold 14 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $347.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.06% of Endeavor Private Wealth's portfolio in Q3 2026, its #186 holding.
  • Endeavor Private Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Endeavor Private Wealth's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $266K in Q2 2026.
  • 245 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Endeavor Private Wealth's 13F filing for Q3 2026, filed 5 Nov 2026.