FGAM
SUSB icon

Financial Gravity Asset Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Financial Gravity Asset 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
Q1 		$122K Hold
4,885
– – 0.02% 204
2025
Q4 		$123K Buy
4,885
+4
+0.1% +$101 0.02% 161
2025
Q3 		$124K Buy
+4,881
New +$123K 0.02% 195
2025
Q1 		$122K Buy
+4,885
New +$121K 0.03% 196
2024
Q2 		$246K Sell
10,030
-7,695
-43% -$188K 0.06% 109
2024
Q1 		$434K Sell
17,725
-6,899
-28% -$169K 0.06% 118
2023
Q4 		$1.34M Buy
24,624
+8,398
+52% +$201K 0.01% 306
2023
Q3 		$1.13M Buy
16,226
+14,745
+996% +$352K 0.01% 328
2023
Q2 		$35 Buy
1,481
+78
+6% +$1.87K ﹤0.01% 1440
2023
Q1 		$34 Buy
+1,403
New +$33.6K ﹤0.01% 760

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return