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	Buy	10,030 +1,632	+19%	+$39.8K	0.06%	109
2024 Q1	$206K	Hold	8,398	–	–	0.06%	123
2023 Q4	$206K	Buy	+8,398	New	+$201K	0.06%	122

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's SUSB Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q1 2026 at 4,885 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #204.

Financial Gravity Asset Management first reported a position in SUSB in Q4 2023 and has held it in 7 quarters since. The position peaked at $246K in Q2 2024. 311 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Financial Gravity Asset Management held 4,885 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $122K as of Q1 2026.
Financial Gravity Asset Management left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q1 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #204 holding.
Financial Gravity Asset Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $246K in Q2 2024.
311 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.